Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)

Class [035]
Advertising, Business & Retail Services

Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users

Class [009]
Computer & Software Products & Electrical & Scientific Products

Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios for use by financial advisers; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry

Mark Details

Serial Number

No 97415143

Mark Type

No Service Mark

Attorney Docket Number

44D Filed

44D Current

44E filed

44E Current

66A Filed

66A Current

Current Basis

No Basis

Legal History

Status Date	Action Taken
09^th Jan 2024	ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
09^th Jan 2024	ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
25^th Sep 2023	NON-FINAL ACTION WRITTEN
25^th Sep 2023	NON-FINAL ACTION E-MAILED
25^th Sep 2023	NOTIFICATION OF NON-FINAL ACTION E-MAILED
31^st Aug 2023	TEAS/EMAIL CORRESPONDENCE ENTERED
30^th Aug 2023	TEAS REQUEST FOR RECONSIDERATION RECEIVED
30^th Aug 2023	CORRESPONDENCE RECEIVED IN LAW OFFICE
30^th May 2023	FINAL REFUSAL WRITTEN
30^th May 2023	FINAL REFUSAL E-MAILED

WEALTH OS

Classification Information

Class [042]Computer & Software Services & Scientific Services

Class [035]Advertising, Business & Retail Services

Class [009]Computer & Software Products & Electrical & Scientific Products