UNIO
Mark Identification

UNIO

Serial Number

97744353

Filing Date

Jan 6, 2023

Registration Date

Dec 12, 2023

Trademark by

ATRIA WEALTH SOLUTIONS INC.

Active Trademark

Classification Information

Providing on-line non-downloadable software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; Providing on-line non-downloadable software that automates workflows and processes involved in the financial advisor-client relationship including digital onboarding, CRM and compliance tools; Providing on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth

Computer and Scientific