Providing information on insurance matters; providing information on wealth management matters; providing online information about insurance and wealth management from a computer database or the internet; financial analysis and providing financial information in the field of insurance and wealth management.

Software as a service (SAAS) services featuring software for use in data amalgamation in the fields of insurance and wealth management and distribution of insurance products; software as a service (SaaS) services featuring non-downloadable computer software for use in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for use in data and database management in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for analyzing data related to insurance needs and insurance products in the field of wealth management; software as a service (SaaS) services featuring non-downloadable computer software for use as an application programming interface (API) for use in database integration and management in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for sharing data, transmitting data, creating data visualizations, data processing, data extracting, and analyzing data in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for businesses in the field of wealth management to allow them to aggregate their insurance and other business data; software as a service (SaaS) services featuring non-downloadable computer software for the integration of artificial intelligence and machine learning in the field of big data for business data analytics in the fields of insurance and wealth management; application service provider featuring application programming interface (API) software for analyzing data related to insurance needs and insurance products in the field of wealth management; application service provider featuring application programming interface (API) software for gathering data related to insurance needs and insurance products in the field of wealth management; development of computer software for use in the fields of insurance and wealth management; technical support, namely troubleshooting of computer software problems in the field of insurance and wealth management.