Serial Number:
90450582
Mark:
CO1RE
Status:
Registered
Status Date:
08-16-2022
Filing Date:
Registration Number:
6817318
Registration Date:
08-16-2022
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; 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 the word CORE in stylized capital letters. The left arm of the R is reflected as the number one.
Class:
Scientific and technological services
Type of Mark:
Servicemark
Published for Opposition Date:
05-31-2022
Owner:
Mark Drawing Status:
Words, Letters, and/or Numbers in Stylized From
Abandon Date:
N/A
Business Name:
FISH & RICHARDSON, P.C.
Correspondent Name:
