Word

FRAN (FAMILY RELATIONSHIP AND ACCOUNTING NAVIGATOR)

Status

Pending

Status Code

630

Status Date

Monday, July 8, 2024

Serial Number

98637503

Mark Type

4

Filing Date

Monday, July 8, 2024

Trademark Owner History

SRT Group Inc.

Classifications

9 Downloadable mobile applications for the management of financial affairs of high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable software for coordination of family office services with financial advisors, accountants, and administration staff and financial accounting and reporting; providing a website featuring support services for family offices, namely, an interactive website featuring technology that enables users to access accounting reports, family office administration scheduling, and financial reports

42 Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) featuring software for coordination of family office services with financial advisors, accountants, and administration staff and financial accounting and reporting; providing a website featuring support services for family offices, namely, an interactive website featuring technology that enables users to access accounting reports, family office administration scheduling, and financial reports

Trademark Events

Jul 8, 2024

New Application Entered