U.S. federal trademark · Serial No. 77176094
The product/service constitutes of a wide range of technologies for managing personal wealth (private or commercial); Due to the wide decentralization of information between the different institutional organizations involved in managing a person/company's wealth, it is only obvious that a need was created for a product that enables real time integration from different sources, combining information and presenting it to the client (or his Agent) in a clear and available manner; The product amongst other things can enable the combination of all information regarding a company's or an individual's wealth (assets, investments, loans, commitments, credit history and any other kind of financial, assets or wealth related information), tools for managing the information, tools for analyzing the information and secured database (pin bolt) that can enable a real time secure access to all the information using one password and one secure token; More developments may be added with time
The product/service constitutes of a wide range of technologies for managing personal wealth (private or commercial); Due to the wide decentralization of information between the different institutional organizations involved in managing a person/company's wealth, it is only obvious that a need was created for a product that enables real time integration from different sources, combining information and presenting it to the client (or his Agent) in a clear and available manner; The product amongst other things can enable the combination of all information regarding a company's or an individual's wealth (assets, investments, loans, commitments, credit history and any other kind of financial, assets or wealth related information), tools for managing the information, tools for analyzing the information and secured database (pin bolt) that can enable a real time secure access to all the information using one password and one secure token; More developments may be added with time
The product/service constitutes of a wide range of technologies for managing personal wealth (private or commercial); Due to the wide decentralization of information between the different institutional organizations involved in managing a person/company's wealth, it is only obvious that a need was created for a product that enables real time integration from different sources, combining information and presenting it to the client (or his Agent) in a clear and available manner; The product amongst other things can enable the combination of all information regarding a company's or an individual's wealth (assets, investments, loans, commitments, credit history and any other kind of financial, assets or wealth related information), tools for managing the information, tools for analyzing the information and secured database (pin bolt) that can enable a real time secure access to all the information using one password and one secure token; More developments may be added with time
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.