U.S. federal trademark · Serial No. 98781045
Software as a service (SAAS) services featuring software for translating investment strategies into lists of equivalent or closely related mutual funds, ETFs, or other fund types available within 401(k)s, HSAs, or other retirement and savings accounts; Software as a service (SAAS) services featuring software for financial advisors to collaborate with clients to match investment strategies with funds available within specific account plans; Software as a service (SAAS) services featuring software for tailoring fund recommendations based on available account options and chosen strategy; Software as a service (SAAS) services featuring software for automatically helping financial advisors and clients build a diversified portfolio within account limitations in the nature of 401(k)s and HSAs by mapping their strategy to suitable funds; Software as a service (SAAS) services featuring software for automatically importing and translating financial strategies into available investment options in employer-sponsored plans or personal accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.