Computer software for delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Computer software for simulations and analysis of algorithmic financial planning strategies; Computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; Computer software for maintenance of products and services financial profiles used in algorithmic financial planning; Computer software for delivering trusts and estates planning using algorithmic financial planning strategies; Computer software for delivering customized financial services, namely, customized investment management, investment brokerage, money lending and insurance consulting services, integrated with algorithmic financial planning strategies; Computer software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies

Class [036]
Insurance & Financial Services

Automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investment management, investment brokerage, money lending and insurance consulting services, integrated with algorithmic financial planning strategies; customized wealth management financial advice integrated with algorithmic financial planning strategies; customized money management financial advice integrated with algorithmic financial planning strategies; customized consumer financial advice integrated with algorithmic financial planning strategies

Class [042]
Computer & Software Services & Scientific Services

Software as a service (SaaS) services featuring cloud based software for delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SaaS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SaaS) services featuring cloud based software for delivering trusts and estates planning using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized financial services, namely, customized investment management, investment brokerage, money lending and insurance consulting services, integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies

Mark Details

Serial Number

No 87924322

Mark Type

No Service Mark

Attorney Docket Number

No 2320-3005

44D Filed

44D Current

44E filed

44E Current

66A Filed

66A Current

Current Basis

No Basis

Legal History

Status Date	Action Taken
06^th Mar 2019	ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
06^th Mar 2019	ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
06^th Mar 2019	ASSIGNED TO EXAMINER
22^nd Aug 2018	NOTIFICATION OF NON-FINAL ACTION E-MAILED
22^nd Aug 2018	NON-FINAL ACTION WRITTEN
22^nd Aug 2018	NON-FINAL ACTION E-MAILED
15^th Aug 2018	ASSIGNED TO EXAMINER
24^th May 2018	NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
19^th May 2018	NEW APPLICATION ENTERED IN TRAM

WEALTH TECHNOLOGIES

Classification Information

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

Class [036]Insurance & Financial Services

Class [042]Computer & Software Services & Scientific Services