U.S. federal trademark · Serial No. 98497720
Downloadable and recorded computer programs for managing personal and business finances; Downloadable computer software applications for conducting financial transactions
Financial and monetary services, namely, advisory on personal finance, portfolio management, investment advisory for individuals and institutions, financial planning, strategic asset allocation advisory, analysis of financial providers and products, proposals for selecting best in class financial solutions, investment profile definition, proactive management, continuous monitoring and adjustments of investment profiles, account consolidation, financial operational control, financial risk analysis, investment performance calculation, investment performance attribution, cash flow analysis, financial projections, geographic and sectorial breakdown by account and custodian of financial portfolios, detailed financial analysis by asset class and cost analysis, specific investment security analysis; Personal financial banking services; Investment banking services
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