U.S. federal trademark · Serial No. 97154727
Downloadable software application featuring software for financial planning and investment strategy, namely, software for allowing customer-users to define financial goals and investment strategies, for determining current progress towards financial goals based on how customer-users assign and redistribute their personal and/or self-directed financial assets to the financial goals and for projecting the future value of said financial assets; Downloadable mobile software application featuring software for financial planning and investment strategy, namely, software for allowing customer-users to define financial goals and investment strategies, for determining current progress towards financial goals based on how customer-users assign and redistribute their personal and/or self-directed financial assets to the financial goals and for projecting the future value of said financial assets
Software-as-a-Service (SaaS) featuring software for financial planning and investment strategy, namely, software for allowing customer-users to define financial goals and investment strategies, for determining current progress towards financial goals based on how customer-users assign and redistribute their personal and/or self-directed financial assets to the financial goals and for projecting the future value of said financial assets; Providing online non-downloadable software for financial planning and investment strategy, namely, software for allowing customer-users to define financial goals and investment strategies, for determining current progress towards financial goals based on how customer-users assign and redistribute their personal and/or self-directed financial assets to the financial goals and for projecting the future value of said financial assets
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