ASI PORTFOLIO REBALANCING SOLUTION
Filed: August 12, 2008
Providing temporary use of on-line non-downloadable software for purposes of rebalancing an investment portfolio
Owned by: REFINITIV US LLC
Serial Number: 77544860
ASI PORTFOLIO FORECASTER
Filed: March 12, 2009
Providing temporary use of on-line non-downloadable software for forecasting the future value of an investment portfolio
Owned by: REFINITIV US LLC
Serial Number: 77689527
CLIENT ACQUISITION SOLUTION
Filed: June 27, 2005
Providing temporary use of on-line non-downloadable computer software for financial advisors to create investment proposals…
Owned by: REFINITIV US LLC
Serial Number: 78659287
GOALGAMIPRO
Filed: July 21, 2011
Providing temporary use of on-line non-downloadable software for financial planning
Owned by: REFINITIV US LLC
Serial Number: 85377835
ADVISOR SOFTWARE
Filed: July 22, 2011
Software development and product development in the field of financial planning
Owned by: REFINITIV US LLC
Serial Number: 85379069
GOALGETTER
Filed: May 5, 2012
Downloadable computer software for personal financial planning
Owned by: REFINITIV US LLC
Serial Number: 85617767
GOALGETTER
Filed: May 5, 2012
Downloadable computer software for personal financial planning
Owned by: REFINITIV US LLC
Serial Number: 85617768
BEHAVIORAL IQ
Filed: November 21, 2016
Providing temporary use of on-line non-downloadable computer software for financial advisors to create investment proposals…
Owned by: REFINITIV US LLC
Serial Number: 87243705
REFINITIV
Filed: June 8, 2018
Downloadable computer software and mobile application software containing reference information in the fields of finance…
Owned by: REFINITIV US LLC
Serial Number: 87954253
