Class [35]
Advertising, Business & Retail Services
Business advice and information relating to the financial services industry, financial advisers, wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, accounting, reporting, client management, and customer relationship management (CRM); preparation of financial statements; financial records management; assistance, advisory services and consultancy with regard to data management and aggregation, accounting, statistical reporting, client management, and customer relationship management (CRM); compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing commercial transaction data, account management, accounting features and related reference information via an on-line computer web-site; analyzing and compiling data for measuring the performance of financial markets; business research; provision of an on-line marketplace for buyers and sellers of financial products and services; providing platform for the sale of financial products and services; provision of an on-line marketplace for buyers and sellers of goods and services; providing an online marketplace for exchanging goods and services with other users via a website; business assistance in the field of financial wealth management.
Class [36]
Insurance & Financial Services
Wealth management services; providing information in the field of finance; financial research and information services; financial analysis services; strategic financial advisory services; financial advisory and consultancy services; financial planning services; monitoring financial markets for investment purposes; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; preparation of reports relating to finance and investments; assistance, advisory services and consultancy with regard to the financial services industry, financial advisers, wealth management, asset management, fund management, investment management, and portfolio analytics; providing and updating a financial index; providing financial transaction data and financial reporting information via an on-line computer website; advisory and consulting services in the field of financial wealth management.
Class [42]
Computer & Software Services & Scientific Services
Providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); cloud computing featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing non-downloadable software via a website for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM).
