Downloadable computer programs and computer software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; downloadable database management software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; downloadable software in the nature of a mobile application for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto.

Lead generation services; providing business intelligence services; Electronic data collection and analysis services using artificial intelligence; providing sales leads for financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents; providing an online searchable database featuring business information and business contacts; providing a database of information about prospective new clients and business intelligence and electronic data pertaining thereto for financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents

Providing online, non-downloadable software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Providing temporary use of a non-downloadable web application for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Providing subscription-based temporary use of non-downloadable cloud-based software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Software as a service (SAAS) services featuring software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Software as a service (SAAS) services featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Application service provider (ASP) featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto.