Providing software and applications that compiles and analyzes data, including but not limited to financial information for use in financial portfolio management, retirement planning, and financial goal management, providing dashboards and visualizations to help financial professionals and end-consumers see how well they are staying within the strategy devised based on their goals

'analyz':8 'applic':4 'base':51 'compil':6 'consum':40 'dashboard':30 'data':9 'devis':50 'end':39 'end-consum':38 'financi':15,20,26,35 'goal':27,54 'help':34 'includ':10 'inform':16 'limit':13 'manag':22,28 'plan':24 'portfolio':21 'profession':36 'provid':1,29 'retir':23 'see':41 'softwar':2 'stay':46 'strategi':49 'use':18 'visual':32 'well':43 'within':47

Investment management and consulting service analysis delivered electronically, namely, financial advice and investment management support; providing information and advice in the field of financial investments, retirement planning, and financial goal management and providing visualizations to show how well a person is sticking to the investment, retirement planning, or other goals they have set with financial professionals

'advic':11,19 'analysi':6 'consult':4 'deliv':7 'electron':8 'field':22 'financi':10,24,29,55 'goal':30,50 'inform':17 'invest':1,13,25,45 'manag':2,14,31 'name':9 'person':40 'plan':27,47 'profession':56 'provid':16,33 'retir':26,46 'servic':5 'set':53 'show':36 'stick':42 'support':15 'visual':34 'well':38

PLAN PULSE

Owner

Goods & Services