Software as a service (SaaS) services featuring software for helping consumers manage their financial decisions and to help professional advisers manage their businesses; software as a service (SaaS) services featuring software for generating leads for various professional advisers; Software as a service (SaaS) services featuring software for lead-generation and lead-management for providers of financial advice to consumers; software as a service (SaaS) services providing a computer software platform with tools as well as analytics and consumer leads and connections, for advisers to manage lead-generation and lead management requirements

'advic':59 'advis':20,38,85 'analyt':78 'busi':23 'comput':70 'connect':83 'consum':11,61,80 'decis':15 'featur':7,30,45 'financi':14,58 'generat':33,50,90 'help':10,18 'lead':34,49,53,81,89,92 'lead-gener':48,88 'lead-manag':52 'manag':12,21,54,87,93 'platform':72 'profession':19,37 'provid':56,68 'requir':94 'saa':5,28,43,66 'servic':4,6,27,29,42,44,65,67 'softwar':1,8,24,31,39,46,62,71 'tool':74 'various':36 'well':76

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