ADVISORENVOY
Mark Identification

ADVISORENVOY

Serial Number

85039147

Filing Date

May 14, 2010

Trademark by

SYMMETRY PARTNERS LLC

Classification Information

Investment advisory and management services, namely, providing financial investment information and investment advice to registered investment advisers, investment adviser representatives, financial advisors, clients, and others who provide investment-related financial services to clients

Insurance and Financial

Software as a service (SAAS) services, namely, cloud application services, cloud information services, and cloud business process services, featuring temporary use of online non-downloadable software for registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services, for use in conducting and managing the day-to-day aspects of their businesses, namely, software for use in client relationship management, including client billing, investment portfolio rebalancing, account reconciliation, and investment portfolio management, marketing and sales support, including tracking and managing marketing and sales activities, financial planning, proposal generation, investment portfolio construction and account reporting

Computer and Scientific