U.S. federal trademark · Serial No. 87704338 · Reg. No. 5549290
Software as a service (SAAS) services featuring cloud based software for delivering business-to-business and business-to-consumer financial planning services with multiple prioritized goals; Software as a service (SAAS) services featuring cloud based software for delivering customized financial services integrated with algorithmic financial planning strategies with multiple prioritized goals; Software as a service (SAAS) services featuring cloud based software for delivering customized investment advice integrated with algorithmic financial planning strategies with multiple prioritized goals; Software as a service (SAAS) services featuring cloud based software for delivering customized money management advice integrated with algorithmic financial planning strategies with multiple prioritized goals; Software as a service (SAAS) services featuring cloud based software for delivering customized consumer advice integrated with algorithmic financial planning strategies with multiple prioritized goals
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 of financial profiles used in algorithmic financial planning
Financial planning with multiple prioritized goals; creating personalized algorithmic financial planning strategies with multiple prioritized goals; customized financial services, namely, investment management, investment brokerage, money lending and insurance consultancy, integrated with algorithmic financial planning strategies with multiple prioritized goals; customized financial investment advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized money management financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized consumer financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.