UNIFIED DATA FABRIC
Mark Identification

UNIFIED DATA FABRIC

Serial Number

90621540

Filing Date

Apr 2, 2021

Registration Date

Aug 8, 2023

Trademark by

ADVISOR360° LLC

Active Trademark

Classification Information

Financial services, namely, financial data aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions

Insurance and Financial

Providing temporary use of non-downloadable computer software for a seamless aggregating of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platform for receiving, compiling and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and providing temporary use of non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance

Computer and Scientific