U.S. federal trademark · Serial No. 98945323
Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; Software as a service (SAAS) services featuring software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and Software as a service (SAAS) services featuring software for providing analytical reporting, criteria-based messaging, and personalized financial insights
Downloadable and recorded software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and Downloadable and recorded software for providing analytical reporting, criteria-based messaging, and personalized financial insights
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.