U.S. federal trademark · Serial No. 87704341
Providing online access to cloud based software-as-a-service for development and maintenance of algorithmic financial planning strategies; for simulations and analysis of algorithmic financial planning strategies; for maintenance of personal and household financial profiles used in algorithmic financial planning; for maintenance of products and services financial profiles used in algorithmic financial planning; for delivering personal and household financial planning and advice using algorithmic financial planning strategies; for delivering trusts and estates planning using algorithmic financial planning strategies; for delivering customized financial services integrated with algorithmic financial planning strategies; for delivering customized investment advice integrated with algorithmic financial planning strategies; for delivering customized money management advice integrated with algorithmic financial planning strategies; for delivering customized consumer advice integrated with algorithmic financial planning strategies
Computer software for development of algorithmic financial planning strategies; computer software for simulations and analysis of algorithmic financial planning strategies; computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; computer software for maintenance of products and services financial profiles used in algorithmic financial planning
Personal and household financial planning and advice using algorithmic financial planning strategies; trusts and estates planning using algorithmic financial planning strategies; customized financial services integrated with algorithmic financial planning strategies; customized investment advice integrated with algorithmic financial planning strategies; customized money management advice integrated with algorithmic financial planning strategies; customized consumer advice integrated with algorithmic financial planning strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.