Financial analysis and consultation; Financial planning; Financial services, namely, wealth management services; Investment management

'analysi':2 'consult':4 'financi':1,5,7 'invest':13 'manag':11,14 'name':9 'plan':6 'servic':8,12 'wealth':10

Software as a service (SAAS) services featuring software for providing advisors a web based, mobile accessible application to capture, manage, and analyze comprehensive investor profiles, and provide investors and their advisors with web based tools that leverage the investor profile to gain insights into the investor personality to help them make better investing decisions for financial services

'access':16 'advisor':11,31 'analyz':22 'applic':17 'base':14,34 'better':52 'captur':19 'comprehens':23 'decis':54 'featur':7 'financi':56 'gain':42 'help':49 'insight':43 'invest':53 'investor':24,28,39,46 'leverag':37 'make':51 'manag':20 'mobil':15 'person':47 'profil':25,40 'provid':10,27 'saa':5 'servic':4,6,57 'softwar':1,8 'tool':35 'web':13,33

INVESTINGDNA

Owner

Goods & Services