Trademark: 97528781
Word
FINTAMP
Status
Dead
Status Code
602
Status Date
Tuesday, December 5, 2023
Serial Number
97528781
Mark Type
4000
Filing Date
Monday, August 1, 2022
Abandoned Date
Friday, November 24, 2023

Trademark Owner History

Classifications
42 FusionIQ is the first-of-its-kind digital investment platform empowering banks, credit unions, RIAs, broker dealers and wealth managers of all sizes with the ability to create a transformative, personalized investment experience for their retail clients at scale. Our mission is to empower RIAs, broker dealers, banks, credit unions, fintech companies, and wealth managers with a turnkey solution creating a revolutionary digital wealth investing experience. At a fraction of the cost, compared to traditional TAMPs, FusionIQ's Turnkey Investment Advice Platform provides an easy-to-navigate, innovative digital solution for today's advisors. It is designed to empower advisors to grow their businesses through an advanced and intuitive workflow. As the industry's first FinTAMP, FusionIQ marries the best of financial advisor technology with the capabilities of a modern, powerful TAMP: Flexibility and control Cost-effective operational outsourcing Streamlined workflows Access to a full spectrum of investment options A second-to-none client experience Because FusionIQ integrated TAMP and tech from the start, they're able to offer the modern, future-forward capabilities advisors need to provide today's clients with the digital experiences they demand, including: Friction-Free Digital Account Opening FusionIQ automated paperless back office solution FusionIQ Dual Journey Platform FusionIQ Digital Supermarket
FIN TAMP; FIN TURNKEY ASSET MANAGEMENT PLATFORM

Trademark Events
Dec 5, 2023
Abandonment Notice E-Mailed - Failure To Respond
Dec 5, 2023
Abandonment Notice Mailed - Failure To Respond
Dec 5, 2023
Abandonment - Failure To Respond Or Late Response
Aug 11, 2023
Application Extension Granted/Receipt Provided
Aug 11, 2023
Application Extension To Response Period - Received
May 22, 2023
Notification Of Non-Final Action E-Mailed
May 22, 2023
Non-Final Action E-Mailed
May 22, 2023
Non-Final Action Written
May 16, 2023
Assigned To Examiner
Aug 22, 2022
New Application Office Supplied Data Entered
Aug 4, 2022
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24