97111011
Nov 5, 2021
Feb 14, 2023
Active Trademark
Downloadable software application for managing investments;downloadable software application for use in financial planning and management of investments and retirement savings
Electrical and Scientific ApparatusProviding automated and customized personal financial management services, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting; financial services, namely, investment advisory services; securities brokerage services; online financial planning services; online financial valuations, information, research and investment recommendations
Insurance and FinancialProviding on-line, non-downloadable, interactive software for managing investments; providing on-line, non-downloadable, interactive software and applications for use in financial planning and management of investments and retirement savings
Computer and Scientific