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Goods & Services

Providing temporary use of non-downloadable software for compiling and analyzing data in the investment advisory, insurance and financial planning fields; software as a service (SaaS) featuring artificial intelligence software for compiling and analyzing data in the investment advisory, insurance and financial planning fields; Technical software support services, namely, troubleshooting of computer software problems in the investment advisory, insurance and financial planning fields for third parties

Computer software training for using computer software in the investment advisory, insurance and financial planning fields

Downloadable computer software for compiling and analyzing data in the investment advisory, insurance and financial planning fields; Downloadable computer software using artificial intelligence software for compiling and analyzing data in the investment advisory, insurance and financial planning fields; Downloadable computer software, namely, artificial intelligence (AI) decision analysis software in the investment advisory, insurance and financial planning fields; Downloadable computer software for data analysis and decision-making based on artificial intelligence and machine learning in the investment advisory, insurance and financial planning fields