9 Downloadable software in the nature of a mobile application that provides AI-generated financial advice and guidance, namely advice regarding budget management, retirement planning, investments, insurance planning, tax planning, education savings, charitable giving, estate planning, banking solutions, debt management, investment strategies, and financial planning, with the ability to summarize the conversation and financial advice in a summary report and to forward the summary report to a financial advisor within the mobile application.
Trademark: 98325429
