WEALTHTECH THAT POWERS YOUR DIGITAL TRANSFORMATION

What this means for you

This application is over — abandoned 05 Jan 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

90795186

Mark type

Stylized text

Filed

25 Jun 2021

Abandoned

05 Jan 2023

Attorney of record

Louis J. Franco

Goods and services

• Class 036 — Insurance and financial services: Providing financial information on securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons
• Class 042 — Scientific and technological services: Providing temporary 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; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors that drives enterprise and advisor productivity for unifying all the systems needed to run a business and support investors; Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions, and for conducting all client-based workflow from one central location; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for automated decision management, and providing temporary use of non-downloadable, 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 temporary use of 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, namely, 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

• 30 Jan 2023 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 30 Jan 2023 — ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
• 30 Jan 2023 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 04 Jul 2022 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 04 Jul 2022 — FINAL REFUSAL E-MAILED
• 04 Jul 2022 — FINAL REFUSAL WRITTEN
• 27 May 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 23 May 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 23 May 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 22 Nov 2021 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 22 Nov 2021 — NON-FINAL ACTION E-MAILED
• 22 Nov 2021 — NON-FINAL ACTION WRITTEN
• 16 Nov 2021 — ASSIGNED TO EXAMINER
• 09 Sept 2021 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED