ASSET VANTAGE

Live / Registered — Registered — partial Section 8 accepted (as of 20 Jun 2023)

What this means for you

Registered since 20 Dec 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86858372
Registration number
5106427
Mark type
Stylized text
Filed
28 Dec 2015
Published for opposition
31 May 2016
Registered
20 Dec 2016
Attorney of record
Alexander Lazouski

Goods and services

  • Class 009 — Scientific and electric apparatus: Computer software for use in uploading, importing, storing, accessing, data management and using financial related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; computer software for automating the process of global investment management; computer software for use in electronically searching, reading, and pulling information and data from electronic documents and automatically analysing such information and data into financial portfolio performance charts; computer software for performing investment analytics; computer software for integrated accounting; computer software containing back office solutions; computer software for market watch; computer software for consolidating individual or family wealth data; computer software to sync investments, banking transactions and all related documents on a single platform
  • Class 036 — Insurance and financial services: [ Personal and small business financial and investment management services; personal investment management services; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; financial planning; financial management; financial analysis; financial services, namely, tracking of personal and business expenses; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; financial administration and management services for the administration of credit and debit cards, loans, mortgages, investments and financial accounts; providing information, news, opinions and advice in the fields of banking, financial management, saving and financial planning and retirement financial planning, including via computer and communication networks, the internet, and social media; providing information and news regarding investment opportunities; providing research reports on investment ]
  • Class 042 — Scientific and technological services: Software as a service (SaaS) for the provision of use of online non-downloadable software for use in uploading, importing, storing, accessing, and using financial related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; providing temporary use of online non-downloadable software for use in electronically searching, reading, and pulling information and data from electronic documents and automatically analysing such information and data into portfolio information; hosting and providing a website that features technology that enables users to upload, import, store, access, and use finance related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; providing a website that features technology that enables users to electronically search, read, and pull information and data from electronic documents and automatically enter such information and data into tax forms; software as a service for providing real-time access to an individual or family's wealth assets; software as a service (SaaS) for use by individuals or companies for purposes of accounting, preparing tax returns and tax planning

Owner

Prosecution history

  • 20 Dec 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 20 Jun 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 20 Jun 2023 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED
  • 15 Jun 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 25 Jan 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 20 Dec 2022 — TEAS SECTION 8 RECEIVED
  • 20 Dec 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 20 Dec 2016 — REGISTERED-PRINCIPAL REGISTER
  • 15 Nov 2016 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 14 Nov 2016 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 14 Oct 2016 — STATEMENT OF USE PROCESSING COMPLETE
  • 27 Sept 2016 — USE AMENDMENT FILED
  • 14 Oct 2016 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 27 Sept 2016 — TEAS STATEMENT OF USE RECEIVED
  • 26 Jul 2016 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT

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