U.S. federal trademark · Serial No. 99423741
Downloadable computer software for retrieving, tracking, analyzing, measuring and managing data, customer data and customer interactions in the fields of financial planning services, investment advisory services, namely, retirement planning; Downloadable computer software for financial data analytics, financial planning, and for collecting and analyzing financial data, namely, assets and income for retirement planning
Software as a service (SaaS) featuring software for retrieving, tracking, analyzing, measuring and managing data, customer data and customer interactions in the fields of financial planning services, investment advisory services, namely, retirement planning; Providing temporary use of non-downloadable software for financial data analytics, financial planning, and for collecting and analyzing financial data, namely, assets and income for retirement planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.