Trademark: 90450576
Status Date
Monday, February 12, 2024
Filing Date
Wednesday, January 6, 2021
36 (Based on Intent to Use) Financial services, namely, providing a wealth management portal for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes
42 (Based on Use in Commerce) Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software and data management consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector
Feb 12, 2024
Report Completed Suspension Check Case Still Suspended
Aug 7, 2023
Report Completed Suspension Check Case Still Suspended
Feb 6, 2023
Report Completed Suspension Check Case Still Suspended
Jun 13, 2022
Report Completed Suspension Check Case Still Suspended
Nov 16, 2021
Notification Of Letter Of Suspension E-Mailed
Nov 16, 2021
Letter Of Suspension E-Mailed
Nov 16, 2021
Suspension Letter Written
Nov 16, 2021
Teas/Email Correspondence Entered
Nov 16, 2021
Correspondence Received In Law Office
Nov 16, 2021
Assigned To Lie
Nov 10, 2021
Teas Response To Office Action Received
May 12, 2021
Notification Of Non-Final Action E-Mailed
May 12, 2021
Non-Final Action E-Mailed
May 12, 2021
Non-Final Action Written
Apr 28, 2021
Assigned To Examiner
Apr 5, 2021
New Application Office Supplied Data Entered
Jan 9, 2021
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
