VIRTUAL DIGITAL ASSISTANT
Dead / Abandoned — Abandoned — failure to respond (as of 29 Jun 2022)
What this means for you
This application is over — abandoned 19 May 2022. 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
- 90648609
- Mark type
- Stylized text
- Filed
- 15 Apr 2021
- Abandoned
- 19 May 2022
- Attorney of record
- Louis J. Franco
Goods and services
- Class 042 — Scientific and technological services: Providing use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for automated decision management, including, adaptive and predictive computer software for providing alerts, identified opportunities, notifications, workflows, education, case management, and information to users, as well as suggesting or automatically taking the next best action based on the particular circumstances. Providing use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for client communications, customer relationship management, workflow processing, financial planning/goals, proposals, document management, securities trading, insurance management, banking and loan management, financial model rebalancing, and case management. A web-based application designed for financial professionals and their investors that uses aggregated advisor and investor data to automatically apply workflow on the user's behalf and to create alerts to the same. Providing just-in-time data (or real-time) data through technology connected to internet-based computing devices that presents/communicates alerts, opportunities, notifications, workflow, and educational content to users, as well as taking technology/algorithmic actions on a user's behalf based on both human programming and machine learning from both a single user and across multiple users and firms' system use patterns leveraging data across multiple software components
Owner
- ADVISOR360°, LLC, Weston, MA, US
Prosecution history
- 29 Jun 2022 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
- 29 Jun 2022 — ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
- 29 Jun 2022 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
- 18 Nov 2021 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 18 Nov 2021 — NON-FINAL ACTION E-MAILED
- 18 Nov 2021 — NON-FINAL ACTION WRITTEN
- 16 Nov 2021 — ASSIGNED TO EXAMINER
- 23 Jul 2021 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED