ADVISORLY

downloadable software and mobile applications using artificial intelligence for financial advisory, client management, compliance support and investme Read More

Classification Information

Class [9]
Computer & Software Products & Electrical & Scientific Products

Downloadable software and mobile applications using artificial intelligence for financial advisory, client management, compliance support and investment analysis; downloadable SaaS platforms for financial advisors.

Class [35]
Advertising, Business & Retail Services

Business consultancy services for financial advisors; business management and marketing support via AI-powered platforms; provision of business data analysis and client engagement tools for professional services firms.

Class [36]
Insurance & Financial Services

Provision of digital financial tools and AI-based support systems for financial advisors; information and consultancy relating to financial planning, investments, pensions and wealth management; automated client profiling and risk assessment tools.

Class [42]
Computer & Software Services & Scientific Services

Software as a Service (SaaS) featuring artificial intelligence for use by financial advisors; design and development of computer software and machine learning systems for compliance automation, client communication and portfolio analytics; hosting platforms for B2B financial services.

Mark Details

Serial Number

UK00004180144

Mark Type

Figurative

Kind of mark

Individual