Trademark: 98046131
Word
PORTFOLIOIQ
Status
Pending
Status Code
686
Status Date
Tuesday, May 14, 2024
Serial Number
98046131
Mark Type
4
Filing Date
Friday, June 16, 2023
Published for Opposition
Tuesday, May 14, 2024

Trademark Owner History
VY Labs Technologies Pvt Ltd. - Owner At Publication

Classifications
9 Downloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; downloadable software for fund operations and investment portfolio management; downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; downloadable software for data management, analysis, and insights in the field of investment portfolio management, including portfolio performance, asset allocation, risk exposure, and historical performance; downloadable software for creating, generating, and accessing reports in the field of investment portfolio management; downloadable software for providing data, analysis, and insights to users in the field of finance
36 Financial services, namely, providing investment portfolio management and analysis services; investment advisory services; providing financial information and advisory services to investors
35 Business consulting services in the field of investments
42 Providing online non-downloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; providing online non-downloadable software for fund operations and investment portfolio management; providing online non-downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; providing online non-downloadable software for data management, analysis, and insights in the field of investment portfolio management, including portfolio performance, asset allocation, risk exposure, and historical performance; providing online non-downloadable software for creating, generating, and accessing reports in the field of investment portfolio management; downloadable software for providing data, analysis, and insights to users in the field of finance
PORTFOLIO IQ

Trademark Events
Jun 20, 2023
New Application Entered
Jul 20, 2023
New Application Office Supplied Data Entered
Mar 6, 2024
Assigned To Examiner
Apr 11, 2024
Approved For Pub - Principal Register
Apr 24, 2024
Notification Of Notice Of Publication E-Mailed
May 14, 2024
Published For Opposition
May 14, 2024
Official Gazette Publication Confirmation E-Mailed

Trademark Alertz updated from USPTO on 2030-01-24