CHALICE ADVISOR EXCHANGE
Mark Identification

CHALICE ADVISOR EXCHANGE

Serial Number

88062886

Filing Date

Aug 2, 2018

Registration Date

Apr 16, 2019

Trademark by

CHALICE WEALTH PARTNERS LLC

Active Trademark

Classification Information

Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts

Computer and Scientific