BITA Trademark
Serial Number: 98867348 • Registration: 8027706
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
David L. Odom Shackelford, McKinley & Norton, LLP
9201 N. Central Expressway
Fourth Floor
Dallas, TX 75231
United States
Trademark Details
Filing Date
November 22, 2024
Registration Date
November 18, 2025
Published for Opposition
September 30, 2025
Goods & Services
Downloadable and recorded computer software and computer programs for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; computer software downloaded via the Internet for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; Downloadable and recorded computer software publications and electronic publications in the nature of manuals, guides, reports, videos, articles, presentations and brochures in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded computer software applications for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded interactive business software for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded interactive database software for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; data recorded electronically from the Internet featuring a software solution for private client suitability assessment, proposal generation and client reporting, portfolio analysis and management, portfolio risk analysis and reporting, portfolio ESG analysis and reporting, portfolio monitoring, oversight and governance; data recorded in machine readable form from the Internet featuring a software solution for private client suitability assessment, proposal generation and client reporting, portfolio analysis and management, portfolio risk analysis and reporting, portfolio ESG analysis and reporting, portfolio monitoring, oversight and governance; downloadable and recorded software applications for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable or recorded Internet applications for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded website applications for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded application software (Apps) for mobile devices for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management
Computer software development; computer software design; computer software maintenance; computer software consultancy; computer software programming; software engineering; computer software research; computer software writing; advisory and consultancy services relating to computer software and computer software development, design, maintenance, consultancy, programming, engineering, research, and writing; providing temporary use of on-line non-downloadable computer software and applications for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; Software as a service (SAAS) services featuring software for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; Cloud computing services featuring software for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management, and portfolio management