U.S. federal trademark · Serial No. 87105547 · Reg. No. 5282537
Providing a web-based, automated, and customized financial management services, namely, financial consulting in the nature of recommending financial products and services for consumers; providing computer, electronic, and online databases in the field of financial planning for the purposes of monitoring performances of financial products and services and recommending financial products and services to consumers
Providing temporary use of on-line non-downloadable computer software for use in analyzing financial portfolios and generating recommendations for financial products and services based on the portfolios and performance ratings of the financial products and services; providing temporary use of on-line non-downloadable computer software for use in calculating and analyzing financial products and services performances; providing a website featuring technology that enables consumers to input financial information and to transfer such information in order to obtain financial planning advice
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