Goods & Services
Class 9:
Downloadable application software for use in accessing and managing financial investments and financial services; downloadable software for use in wealth management; downloadable software for use in providing and managing investment strategies; downloadable software for managing financial, legal, personal and banking information; downloadable application software for storing, consolidating and sharing financial, legal, personal and banking information; digital vault downloadable application software for storing financial, legal, personal and banking information; downloadable software in the nature of an application for the collection, consolidating, editing, organizing, transmission, storage and sharing of financial, legal, personal and banking information in the fields of legal, personal finances and wealth management; downloadable software for the analysis and management of personalized financial portfolios in the field of financial risk management; downloadable software applications in the field of financial services, namely, downloadable software for collecting, consolidating, analyzing, organizing, storing and transferring data and information in the fields of financial management, wealth management, asset management services, financial education, securities trading and investment management.
Class 42:
Providing temporary use of non-downloadable software and software as a service (SAAS) services featuring software for providing personalized wealth management, financial planning, personal organizing, investment and legal strategy, and financial education, and securely storing financial information in the field of legal, personal finances and wealth management; providing temporary use of non-downloadable software and software as a service (SAAS) in the fields of legal, personal finance, and financial services, namely, providing software for the collection, consolidation, editing, analysis, organization, storage, transfer and sharing of data and information in the fields of legal, wealth and asset management, financial management, financial education, financial planning, securities trading, and investment management.
