Serial Number:
90323826
Mark:
1R FIRST RATE
Status:
Registered
Status Date:
10-11-2022
Filing Date:
Registration Number:
6868676
Registration Date:
10-11-2022
Educational services, namely, conducting workshops, seminars, and training sessions in the fields of business and financial analytics, investment performance, investment reporting, and customer relationship management Financial services, namely, providing an Internet website wealth management portal for the rendering of financial services for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software and data management consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector
Mark Description:
The mark consists of white background with the words FIRST RATE in capital letters in dark blue. Between the two words is a capital R surrounded by a box. The R is in green with the left arm in dark blue which is reflected as the number one. The surrounding box is in dark blue.
Class:
Scientific and technological services
Type of Mark:
Servicemark
Published for Opposition Date:
07-26-2022
Owner:
Mark Drawing Status:
Design plus Words, Letters, and/or Numbers
Abandon Date:
N/A
Business Name:
FISH & RICHARDSON, P.C.
Correspondent Name:
