U.S. federal trademark · Serial No. 87829264 · Reg. No. 5752707
Software as a service (SaaS) services featuring software for individual and family wealth management; Software as a service (SaaS) services featuring software for automated monitoring and evaluation of financial assets and liabilities; Software as a service (SaaS) services featuring software for automated monitoring and evaluation of financial market data; Software as a service (SaaS) services featuring software for calculating risk levels and expected returns of wealth portfolios; Software as a service (SaaS) services featuring software for calculating changes to risks and expected returns of individual assets and of wealth portfolios resulting from changes to asset allocations; Software as a service (SaaS) services featuring software for calculating changes to individual assets and wealth portfolios that would result from different types of changes in market conditions
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