U.S. federal trademark · Serial No. 99691300
Licensing of software; Licensing of intellectual property
Downloadable computer software platforms for enterprise customers to provide personal financial services, namely, accessing and managing financial investment accounts, and wealth management accounts; Downloadable computer application software for mobile phones, namely, software for enterprise customers to provide personal financial services in the nature of accessing and managing financial investment accounts, and wealth management accounts
Platform as a service (PAAS) featuring computer software platforms for enterprise customers to access and manage personal financial and investment accounts for use in the fields of financial services, financial investment services, and wealth management services; Software as a service (SAAS) services for enterprise customers featuring software for accessing and managing personal financial accounts for use in the fields of financial services, financial investment services, and wealth management services; Providing temporary use of online non-downloadable computer software for enterprise customers to access and manage personal financial and investment accounts for use in the fields of financial services, financial investment services, and wealth management services; Planning, design and implementation of computer technologies for others; Consulting services in the field of software implementation for others; Design, development, and implementation of software for providing financial planning and investment advisory services, financial information, financial advisory services and financial planning for retirement
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