Financial planning; Financial advisory services

'advisori':4 'financi':1,3 'plan':2 'servic':5

Software as a service (SAAS) services featuring software for providing financial information and analysis, and enabling users to input questions and receive responses regarding financial planning; Software as a service (SAAS) services featuring software for providing artificial-intelligence driven simulated conversations enabling users to input questions and receive responses regarding financial planning and trigger initiation of financial tasks and actions; Software as a service (SAAS) services featuring software for financial management, namely, software for aggregating financial account information, tracking spending, savings, investments, and debts

'account':78 'action':61 'aggreg':76 'analysi':14 'artifici':38 'artificial-intellig':37 'convers':42 'debt':85 'driven':40 'enabl':16,43 'featur':7,33,68 'financi':11,25,52,58,71,77 'inform':12,79 'initi':56 'input':19,46 'intellig':39 'invest':83 'manag':72 'name':73 'plan':26,53 'provid':10,36 'question':20,47 'receiv':22,49 'regard':24,51 'respons':23,50 'saa':5,31,66 'save':82 'servic':4,6,30,32,65,67 'simul':41 'softwar':1,8,27,34,62,69,74 'spend':81 'task':59 'track':80 'trigger':55 'user':17,44

WEALTH ARCHITECT

Owner

Goods & Services