NEWMAP | NEW MODEL ALLOCATION PORTFOLIO

Owners

Goods & Services

Software as a service (SAAS) services featuring software for financial planning, retirement planning, and asset-allocation analysis; Providing a website featuring on-line non-downloadable software that enables users to input financial information, evaluate risk tolerance, categorize assets, generate personalized financial allocation models, and create customized financial or retirement-planning reports; Providing temporary use of on-line non-downloadable software for financial advisors and financial institutions to review user data, monitor user progress, track potential assets under management, assign users to advisors, and manage advisor-client interactions; Providing temporary use of non-downloadable cloud-based software for financial education, investment allocation modeling, advisor workflow management, and client engagement

Providing online non-downloadable videos in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment; Educational services, namely, conducting training courses in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment and distribution of educational materials in connection therewith; Education services, namely, providing non-downloadable webinars in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment