VIRTUAL DIGITAL ASSISTANT

Owner

Goods & Services

Providing use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for automated decision management, including, adaptive and predictive computer software for providing alerts, identified opportunities, notifications, workflows, education, case management, and information to users, as well as suggesting or automatically taking the next best action based on the particular circumstances. Providing use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for client communications, customer relationship management, workflow processing, financial planning/goals, proposals, document management, securities trading, insurance management, banking and loan management, financial model rebalancing, and case management. A web-based application designed for financial professionals and their investors that uses aggregated advisor and investor data to automatically apply workflow on the user's behalf and to create alerts to the same. Providing just-in-time data (or real-time) data through technology connected to internet-based computing devices that presents/communicates alerts, opportunities, notifications, workflow, and educational content to users, as well as taking technology/algorithmic actions on a user's behalf based on both human programming and machine learning from both a single user and across multiple users and firms' system use patterns leveraging data across multiple software components