find a wealth manager.com
search engine software; software for accessing, browsing and searching online databases; software for creating searchable databases of information and Read More
Classification Information
Class [9]
Computer & Software Products & Electrical & Scientific Products
Search engine software; software for accessing, browsing and searching online databases; software for creating searchable databases of information and data; software to enable searching and retrieval of data; software in the financial and investment services fields; financial management software; investment management software; software for assisting others with obtaining financial and investment information, advice and/or assistance; software for facilitating or enabling access to business services, financial services and investment services; computer and mobile application software for assisting others with obtaining financial and investment information, advice and/or assistance; downloadable mobile applications for assisting others with obtaining financial and investment information, advice and/or assistance; software providing interactive quizzes and questionnaires in the financial field; software providing click-to-call and message capabilities and access to advisor contact details; electronic bulletin boards; downloadable electronic publications, including check-lists, questionnaires, information and advice packs and training manuals in the financial field; publications relating to the financial field in electronic form downloadable or supplied on-line from a computer database, computer network, global computer network or the Internet; downloadable electronic document templates in the financial field.
Class [35]
Advertising, Business & Retail Services
Business information, advisory and consultancy services; business management services; provision of online financial services comparisons; the bringing together, for the benefit of others, of a variety of financial and investment services, enabling consumers to conveniently compare and purchase those services; provision of price information relating to the supply of consumer services including financial and investment services; providing consumer product and service information and recommendations in the financial field; providing a searchable online advertising guide featuring the services of other online vendors; providing business and commercial contact information; provision of commercial business information by means of a website, database or mobile or computer application; on-line data processing services; computerised information storage and dissemination and retrieval services; compilation, storage, analysis and retrieval of information and data; data processing, systematisation and management; database management; business evaluation, analysis and consultancy; economic forecasting and analysis; statistical analysis and reporting; business and market research and surveys; preparation and analysis of financial reports; advertising, marketing and promotional services; loyalty, incentive and bonus program services; all of the aforesaid services also provided on-line from a computer database, computer network, global computer network or the Internet; information, advisory and consultancy services relating to any of the aforesaid.
Class [36]
Insurance & Financial Services
Financial services; financial information, advisory and consultancy services; financial planning and management services; personal financial planning advisory services; investment services; cash management services; fund management services; provision of financial advice and information; provision of investment advice and information; provision of pensions advice and information; provision of tax advice and information [not accounting]; provision of information and advice relating to the supply of financial and investment products and services; provision of financial information and advice relating to the supply of consumer services including financial and investment services;
financial forecasting, planning and analysis; financial evaluation, analysis and consultancy; preparation and analysis of financial reports; providing news and information in the financial field; all of the aforesaid services also provided on-line from a computer database, computer network, global computer network or the Internet; information, advisory and consultancy services relating to any of the aforesaid.
Class [41]
Education and Entertainment Services
Providing on-line electronic publications in the financial field; providing on-line non-downloadable check-lists, questionnaires, information and advice packs and training manuals in the financial field; providing on-line non-downloadable electronic document templates in the financial field; publication of educational and training guides in the financial field; education and training services in the financial field; arranging and conducting of financial educational seminars, conferences, courses and workshops; information, advisory and consultancy services relating to any of the aforesaid.
Class [42]
Computer & Software Services & Scientific Services
Design, development, updating and maintenance of software; design, development, updating and maintenance of computer and mobile applications and electronic databases; design, development, updating and maintenance of web portals and platforms; Software as a service [SaaS] in the financial field; providing temporary use of online non-downloadable computer software and software applications in the financial field; providing temporary use of online non-downloadable computer software, applications and programs for interactive quizzes and questionnaires in the financial field; hosting of portals on the Internet; hosting of computerised data, files, applications and information; electronic data storage; information, advisory and consultancy services relating to any of the aforesaid.
