FINMODUS Trademark

Account management services, namely automated fee processing, and statement production; advisory services in the field of financial planning; clearing of financial transactions; estate planning; estate planning advisory services; estate planning services; financial accounts management services; financial advice in the field of tax planning; financial advisory services in the field of financial goal planning; financial advisory services in the field of insurance; financial advisory services rendered using artificial intelligence (AI); financial affairs management and private equity fund investment services; financial analyses; financial analysis; financial analysis and preparation of reports relating thereto; financial analysis consultation services; financial analysis services; financial and estate planning services; financial consultancy, namely, preparing budgets and monitoring budgets; financial forecasting; financial management; financial management advisory services; financial management for business; financial management services; financial modelling services; financial planning; financial planning and financial management services; financial planning and investment advisory services; financial planning for retirement; financial planning services; financial planning services for retirement; financial reporting management; financial risk management; financial risk management consultation; financial risk management services; financial services, namely, daily monitoring of financial transactions and account balances; preparing financial reports; providing information in the field of estate planning; providing information in the field of financial planning.

Advisory services in the field of business planning; assistance, advisory services and consultancy with regard to business planning; business administration consulting services in the field of artificial intelligence; business consultancy in the field of machine learning and artificial intelligence; business consultation in the field of financial management; business data curation for artificial intelligence (AI) development; business intelligence reporting; business intelligence services; business management planning; business strategic planning; business strategic planning consultation; business strategic planning services; business succession planning; compilation of information in the field of financial data; consultancy in the field of business planning; drawing up of statements of accounts; financial statement preparation and analysis for businesses; operations management services, and back office support services, namely business administration, accounting, business management, and business strategic planning; preparation of financial statements; providing business group administration in the field of business strategic planning; providing information about business planning; strategic business planning.