U.S. federal trademark · Serial No. 88409336 · Reg. No. TMA1117362
Downloadable computer software in the field of wealth management, namely, applications for smartphones, tablets and computers for authorizing access to databases, monitoring and analyzing financial and asset accounts and portfolios and for transmitting data and information between wealth advisors and clients; Downloadable enterprise software for database management in the fields of wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence; Downloadable integration software to integrate different wealth management applications and data sources with each other to consolidate data and format data for consolidated presentation of data in the field of wealth management; Downloadable business intelligence software to aggregate, analyse and visualize data for client intelligence in the field of wealth management
Software-as-a-service (SAAS) services featuring software for monitoring, aggregating, analyzing and transmitting financial information in the field of wealth management; Software design services for others; Software customization services for others; Software integration services, namely, integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.