downloadable enterprise-wide computer software for use by wealth management firms to provide advisory services and investment advice, portfolio manage Read More

Classification Information

Class [009]
Downloadable enterprise-wide computer software for use by wealth management firms to provide advisory services and investment advice, portfolio management and trading, and information based on an investor's financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Downloadable computer software for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) for the purpose of managing clients' financial portfolios to provide wealth management, financial analytics, portfolio management, and financial risk management advice and information on their client's investment financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks.

Classification kind code

Class [042]
Software as a service (SAAS) services featuring enterprise-wide software for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) in the fields of wealth financial planning and investment advisory services for the purpose of providing advisory services and investment advice, portfolio management and trading, and information on an investor's financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Software as a service (SAAS) services featuring enterprise-wide software for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) in the fields of wealth management, financial analytics, financial portfolio management and risk management for the purpose of managing client's financial portfolios to provide wealth management, financial analytics, portfolio management, and financial risk management advice and information on their client's investment financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Platform as a service (PAAS) featuring enterprise-wide computer software platforms for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) in the fields of financial planning and investment advisory services for the purpose of providing advisory services and investment advice, portfolio management and trading, and information on an investor's financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Platform as a service (PAAS) featuring enterprise-wide computer software platforms in the fields of fields of wealth management, financial analytics, financial portfolio management and risk management for the purpose of managing client's financial portfolios to provide wealth management, financial analytics, portfolio management, and financial risk management advice and information on their client's investment financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks;

Classification kind code

Mark Details

Serial Number

2210360

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 88 on 14^th Sep 2023	Security Interest Placed
Submitted for opposition 287 on 13^th Oct 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 16^th Sep 2022	Filed
Submitted for opposition 1 on 16^th Sep 2022	Created
Submitted for opposition 31 on 16^th Sep 2022	Formalized