U.S. federal trademark · Serial No. 79414252 · Reg. No. 8081740
Design and development of computer software in the field of investment consulting, financial management, real estate asset management services, financial management and wealth management; Software programming for Internet-based information platforms; software as a service (SaaS) for investment consulting and financial management, real estate asset management services, financial management and wealth management; technology services related to investment consulting and financial management, namely, design of computer software platform and design of databases for investment and financial management purposes; development and maintenance of computer database software in the field of investment consulting, financial management, real estate asset management services, financial management and wealth management; design and development of software for data import and management in the field of investment consulting, financial management, real estate asset management services, financial management and wealth management; programming of software for data evaluation and calculation in the field of investment consulting and financial management.
Financial services, in particular the provision of systematic investment analysis and related reference information, including online, from a computer database or via a communications network; provision of online investment information; financial and financial market analysis and the preparation of related reports; provision of financial structuring services, namely, assisting in the structuring and implementation of investment strategies into tradeable or investable financial products by linking client strategies with third-party issuers and platform providers.
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