[ Training in the use of software for automating and managing workflow, identifying and managing risk, and presenting data and information on a user interface device; training in the use of software for providing a user dashboard, and generating reports; training in the use of software that provides an artificial intelligence based analytical engine ]

Providing a website featuring resources, namely, non-downloadable software for aggregating wealth data from external custodians and other 3rd-party systems, namely, transferring data from external systems, unifying, cleaning, reconciling, aggregating, viewing, and analyzing investment data