ALTEGI
Mark Identification

ALTEGI

Serial Number

98457343

Filing Date

Mar 19, 2024

Trademark by

MENDOZA BAKHSH EDWIN

Classification Information

Altegi provides: 1. Proprietary trading platform: automated execution, order management, portfolio management, and research platform. 2. Trade Automation System: Automated trading system that execute trades based on predefined criteria and algorithms. 3. Budget tracking software for individuals and business.

Electrical and Scientific Apparatus

Altegi offers comprehensive financial services: 1. Financial Needs Analysis: Decision support, Risk assessment, Investment qualification. 2. Financial Modeling: Budgeting, Forecasting, Resource allocation. 3. Process Improvement: Identify inefficiencies, Cost-saving, Productivity measures. 4. Strategic Planning: Goal setting, Scenario analysis, Market research. 5. Investment Advisory: Portfolio management, Asset allocation, Performance evaluation. 6. Risk Management: Mitigation, Strategy development, Compliance. 7. Merge and Acquisition Advisory: Due diligence, Valuation, Transaction support. 8. Capital Raising: Financing assistance, Investor relations, Materials preparation. 9. Financial Reporting: Statements preparation, Performance analysis, Trend identification. 10. Tax Planning: Strategy development, Compliance assistance, Structuring advice. 11. Tech Integration: Software evaluation, Automation, Training, Support.

Insurance and Financial