IPAAS

What this means for you

This application is over — abandoned 01 Mar 2023. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number

90450579

Mark type

Stylized text

Filed

06 Jan 2021

Abandoned

01 Mar 2023

Attorney of record

Jon Jekel

Goods and services

• Class 036 — Insurance and financial services: Financial services, namely, providing a wealth management portal for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes
• Class 042 — Scientific and technological services: Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software and data management consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector

Owner

• First Rate IP, LLC, Arlington, TX, US

Prosecution history

• 03 Apr 2023 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 03 Apr 2023 — ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
• 03 Apr 2023 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 30 Aug 2022 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 30 Aug 2022 — FINAL REFUSAL E-MAILED
• 30 Aug 2022 — FINAL REFUSAL WRITTEN
• 05 Jul 2022 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
• 13 Jun 2022 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
• 16 Nov 2021 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
• 16 Nov 2021 — LETTER OF SUSPENSION E-MAILED
• 16 Nov 2021 — SUSPENSION LETTER WRITTEN
• 11 Nov 2021 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 10 Nov 2021 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 10 Nov 2021 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 12 May 2021 — NOTIFICATION OF NON-FINAL ACTION E-MAILED