U.S. federal trademark · Serial No. 86707417 · Reg. No. 4981615
Computer software for use in assessing and generating reports regarding financial and non-financial risk; Computer software for use in determining and calculating the decision making quality, risk, time and legacy preferences of individuals, groups and businesses; Computer software programs to determine and calculate creditworthiness; Computer software programs to determine and recommend financial and non-financial products or portfolios of products; Computer program to prioritize sales, marketing, or client servicing strategies; Computer program to underwrite insurance risk; computer program to manage insurance claims; Computer software programs for use in analyzing, reporting and managing workforce and recruiting
Risk assessment services, namely, investment risk assessment services; Financial risk assessment services; Financial risk assessment services, namely, calculating a score to determine the decision making quality, risk, time and legacy preferences of consumers; Development of financial tools, namely, developing indices used for providing financial advice; financial analysis for use in assessing financial and non-financial risk
Development of financial tools, namely, design and development of software used in financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.