DAAS

What this means for you

This application is over — abandoned 09 Dec 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

90684626

Mark type

Stylized text

Filed

30 Apr 2021

Abandoned

09 Dec 2022

Attorney of record

Jon Jekel

Goods and services

• Class 036 — Insurance and financial services: Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial consulting services in the field of financial analytics and investment performance
• 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 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, Inc., Arlington, TX, US

Prosecution history

• 21 Dec 2022 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 21 Dec 2022 — ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
• 21 Dec 2022 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 08 Jun 2022 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 08 Jun 2022 — FINAL REFUSAL E-MAILED
• 08 Jun 2022 — FINAL REFUSAL WRITTEN
• 04 May 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 03 May 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 03 May 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 03 Nov 2021 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 03 Nov 2021 — NON-FINAL ACTION E-MAILED
• 03 Nov 2021 — NON-FINAL ACTION WRITTEN
• 26 Oct 2021 — ASSIGNED TO EXAMINER
• 05 Aug 2021 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 04 May 2021 — NEW APPLICATION ENTERED