financial advisory and consultancy services; financial investment and management services; financial research and information services; financial eval Read More

Classification Information

Class [036]
Financial advisory and consultancy services; financial investment and management services; financial research and information services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments, all of the foregoing provided to financial advisors and money managers

Classification kind code

Class [042]
Research and development of new products; providing a website that features information on new product research and new product development; design and testing for new product development; research and development of new products for use in financial advising and consultation, brokerage services, and investment management; providing a website that features information on new product research and new product development in the fields of financial advising, consultation, brokerage services, and investment management; design and testing for new product development for use in the fields of financial advising, consultation, brokerage services, and investment management; providing a non-downloadable, multi-custodial advisory software platform that enables integration with third party financial applications and cross-application workflows from a single user interface; providing a non-downloadable, multi-custodial advisory software platform that enables users to access, view, monitor, share, receive, generate, customize and manage financial information, alerts, tasks, models and reports across multiple financial applications and custodians; providing a non-downloadable, multi-custodial advisory software platform that utilizes artificial intelligence to optimize financial planning and automate the electronic trading of financial securities; providing a non-downloadable, multi-custodial advisory software platform that enables users to access, view and manage investment accounts, portfolio information, portfolio risk and asset allocation assessments, book trades and rebalances, tax budgets, tax transitioning models and regulatory compliance dashboards in real-time across multiple financial applications and custodians; providing a non-downloadable, multi-custodial advisory software platform that enables users to open financial accounts and electronically trade and rebalance financial securities across multiple financial custodians; providing a non-downloadable, multi-custodial advisory software platform that provides access to financial investment solutions and enables financial brokers, dealers, advisors and investors to interact and communicate with one another; providing a non-downloadable, multi-custodial advisory software platform that automates fiduciary functions, order execution involving financial securities, and oversight of financial investments; providing a non-downloadable, multi-custodial advisory software platform that features news, research, information and analytics in the fields of finance, financial investments, securities trading and securities brokerage

Classification kind code

Mark Details

Serial Number

2234802

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 287 on 02^th Feb 2023	Pre-Assessment Letter Sent
Submitted for opposition 30 on 20^th Jan 2023	Filed
Submitted for opposition 1 on 20^th Jan 2023	Created
Submitted for opposition 31 on 20^th Jan 2023	Formalized