Goods & Services
Class 9:
Downloadable computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface, produces financial models, and assesses, reads, and tracks information in the field of financial planning, wealth management, and retirement planning.
Class 36:
Financial analysis and consultation; financial consultation; financial forecasting; financial management; financial planning consultation; provision of financial information via an on-line financial calculator; financial analysis and providing financial information for financial planning, wealth management, and retirement planning purposes; providing information in the field of financial planning, wealth management, and retirement planning for financial advisors, wealth managers, investment managers, financial planners, and retirement plan specialists.
Class 42:
Customizing computer software; consultation services relating to computer software in the field of financial planning, wealth management, and retirement planning; providing online non-downloadable computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface, produces financial models, and assesses, reads, and tracks information in the field of financial planning, wealth management, and retirement planning.
