PORTFOLIOIQ

Live / Registered — Registered (as of 15 Jul 2025)

What this means for you

Registered since 15 Jul 2025. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: Financial services, namely, providing investment portfolio management and analysis services; investment advisory services; providing financial information and advisory services to investors
Class 042 — Scientific and technological services: Providing online non-downloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; providing online non-downloadable software for fund operations and investment portfolio management; providing online non-downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; providing online non-downloadable software for data management, analysis, and insights in the field of investment portfolio management, including portfolio performance, asset allocation, risk exposure, and historical performance; providing online non-downloadable software for creating, generating, and accessing reports in the field of investment portfolio management; downloadable software for providing data, analysis, and insights to users in the field of finance