Software as a service (SAAS) services featuring software for use by SEC registered financial planners in order to assist with operating a financial planning business, namely, for computing financial plan recommendations, preparing and tracking goals, reporting, fee calculation, process and procedure generation, client interaction, and project management, and not including use for any commercial loan origination or loan management

'assist':19 'busi':25 'calcul':38 'client':43 'commerci':54 'comput':28 'featur':7 'fee':37 'financi':14,23,29 'generat':42 'goal':35 'includ':50 'interact':44 'loan':55,58 'manag':47,59 'name':26 'oper':21 'order':17 'origin':56 'plan':24,30 'planner':15 'prepar':32 'procedur':41 'process':39 'project':46 'recommend':31 'regist':13 'report':36 'saa':5 'sec':12 'servic':4,6 'softwar':1,8 'track':34 'use':10,51

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