Goods and Services | Platform as a service (PAAS) featuring computer software platforms for recognizing and extracting data for use in financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data visualization, and data monitoring in the field of financial services; Platform as a service (PAAS) featuring computer software platforms for use in wealth planning and portfolio management in the field of financial services; Application service provider (ASP) featuring software for use in financial analysis; Application service provider (ASP) featuring software using artificial intelligence (AI) for extracting data for use in financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data visualization, and data monitoring in the field of finance; Application service provider (ASP) featuring software using artificial intelligence (AI) for analyzing financial reports in the field of finance; Providing a web site featuring temporary use of nondownloadable software for use in the development of generative artificial intelligence (AI) and integration in and with other applications related to financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data extraction, data visualization, and data monitoring in the field of financial services; Providing a website featuring non-downloadable software using artificial intelligence for performing financial analysis; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for software development in financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data extraction, data visualization, and data monitoring in the field of finance; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing financial reports for use in wealth planning and portfolio management in the field of finance |