U.S. federal trademark · Serial No. 98606253
Customizing computer software; consultation services relating to computer software in the field of financial planning, wealth management, and retirement planning; providing online non-downloadable computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface, produces financial models, and assesses, reads, and tracks information in the field of financial planning, wealth management, and retirement planning
Financial analysis and consultation; Financial consultation; Financial forecasting; Financial management; Financial planning consultation; Providing on-line financial calculators; Financial analysis, namely compiling and analyzing statistics, data and other sources of information for financial planning, wealth management, and retirement planning purposes; Providing information in the field of financial planning, wealth management, and retirement planning for financial advisors, wealth managers, investment managers, financial planners, and retirement plan specialists
Downloadable computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface, produces financial models, and assesses, reads, and tracks information in the field of financial planning, wealth management, and retirement planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.