RIGHTCAPITAL INC.

Description: Software as a service (SAAS) services featuring software using artificial intelligence (AI) to save time, ensure accuracy at scale, and enhance planning outcomes

Description: Software as a service (SAAS) services featuring software for uploading, analyzing, and managing client financial documents; providing online, non-downloadable artificial intelligence-based software for extracting, organizing, and structuring financial information from documents, including accounts, holdings, income, expenses, and financial goals; providing online non downloadable software for creating, updating, and managing household financial plans; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for data extraction and data import

Description: Software as a service (SAAS) services featuring software for database management allowing financial advisors to develop and share streamlined financial plans with customers

Description: Software as a service (SAAS) services featuring software designed to help financial advisory firms manage, monitor, and automate complex financial planning and project management processes; software as a service (SAAS) services featuring software designed to aid in the automation of template creation in the context of financial planning

Description: Downloadable mobile applications for financial planning

Description: Platform as a service (PAAS) featuring computer software platforms for displaying business analytics data dashboards and reports

Description: Bill payment services provided through a website for the collection of fees by financial professionals

Description: Bill payment services provided through a website for the collection of fees by financial professionals

Description: Financial information and advisory services