Class 042
Computer & Software Services & Scientific Services
Providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; providing an online nondownloadable computer software platform using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; electronic conversion of data to generate pre-populated communications and forms between financial advisors and clients; providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients
