on 29 Oct 2021
Last Applicant/ Owned by
First Rate IP, LLC
1903 Ascension Blvd, Arlington, Texas
, , 76006
Serial Number
UK00003715937 filed on 29th Oct 2021
Registration Number
UK00003715937 registered on
11th Mar 2022
Correspondent Information
Fish & Richardson P.C.
Suite 114, 95 Mortimer Street
London,
W1W 7GB
Financial services, namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes. .
Software as a service; platforms as a service; platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); computer software design for others and design of software for others that is accessible online; consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; software as a service (SaaS) services featuring software for creating customized reports on investment performance; software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; software as a service (SaaS) services featuring software for aggregating data on financial performance; software as a service (SaaS) services featuring software for billing and collections management; software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector. .
UK00003715937
Word
Individual