Serial Number
88409336
Owner
Responsive Capital Management Inc.Attorney
Rochelle D. AlpertFiling Date
Apr 30, 2019
HYBRID WEALTH ADVISOR Trademark
Serial Number: 88409336
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
April 30, 2019
Registration Date
Not Registered
Goods & Services
Downloadable computer software in the field of wealth management, namely, applications for smartphones, tablets and computers for authorizing access to databases, monitoring and analyzing financial and asset accounts and portfolios and for transmitting data and information between wealth advisors and clients; Downloadable enterprise software for database management in the fields of wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence; Downloadable integration software to integrate different wealth management applications and data sources with each other to consolidate data and format data for consolidated presentation of data in the field of wealth management; Downloadable business intelligence software to aggregate, analyse and visualize data for client intelligence in the field of wealth management
Software-as-a-service (SAAS) services featuring software for monitoring, aggregating, analyzing and transmitting financial information in the field of wealth management; Software design services for others; Software customization services for others; Software integration services, namely, integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data
