Software as a service (SaaS) featuring software for collecting, integrating, analyzing, and presenting financial, tax, investment, insurance, lending, business, estate planning, real estate, and wealth management information; providing temporary use of non-downloadable software utilizing artificial intelligence, machine learning, predictive analytics, workflow automation, document analysis, financial modeling, and client relationship management; providing online non-downloadable software for generating financial insights, recommendations, dashboards, reporting, and advisory opportunities through an integrated financial intelligence ecosystem.

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THE CAPITAL INTELLIGENCE ECOSYSTEM

Owner

Goods & Services