ECONOMIC FINGERPRINT
Filed: July 28, 2015
Computer software for use in assessing and generating reports regarding financial and non-financial risk; Computer software…
Owned by: Capital Preferences, LTD
Serial Number: 86707417
CAPITAL PREFERENCES
Filed: July 29, 2015
[ Enterprise software for use in consumer testing, consumer risk management, and consumer scoring; Computer game software…
Owned by: Capital Preferences, LTD
Serial Number: 86708677
TRUE PROFILE
Computer programs for identifying a client's financial preferences for risk, time, loss, ambiguity and goals and measuring…
Owned by: Capital Preferences, LTD
Serial Number: 87020503
FIT SCORE
Computer programs for measuring the level of alignment between financial products and client preferences for risk, time,…
Owned by: Capital Preferences, LTD
Serial Number: 87028764
TRUE PROFILE
Filed: April 30, 2016
Financial analysis; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information…
Owned by: Capital Preferences, LTD
Serial Number: 87975083
SUSTAINABILITY FINGERPRINT
Filed: December 6, 2021
Computer software for use in assessing and generating reports regarding sustainable and ESG investing. Computer software…
Owned by: Capital Preferences, LTD
Serial Number: 97158238
ECONOMIC FINGERPRINT
Filed: December 19, 2023
Financial analysis; Financial consultation in the field of developing indices used for providing financial advice; Financial…
Owned by: Capital Preferences, LTD
Serial Number: 98320605
EVERY CLIENT UNDERSTOOD, EVERY CENT MAKES SENSE
Filed: January 3, 2024
Technology consultation and research in the field of financial services and software solutions
Owned by: Capital Preferences, LTD
Serial Number: 98341027
