PLAN PULSE
Mark Identification

PLAN PULSE

Serial Number

90705504

Filing Date

May 12, 2021

Trademark by

ENVESTNET INC.

Classification Information

Investment management and consulting service analysis delivered electronically, namely, financial advice and investment management support; providing information and advice in the field of financial investments, retirement planning, and financial goal management and providing visualizations to show how well a person is sticking to the investment, retirement planning, or other goals they have set with financial professionals

Insurance and Financial

Providing software and applications that compiles and analyzes data, including but not limited to financial information for use in financial portfolio management, retirement planning, and financial goal management, providing dashboards and visualizations to help financial professionals and end-consumers see how well they are staying within the strategy devised based on their goals

Computer and Scientific