Filed Nov. 12, 2026

Serial No. 50214633

Class Software as a service (SAAS) services featuring software for customer relationship management (CRM) for use by wealth management firms, registered investment advisers, financial advisors, and family offices; Software as a service (SAAS) services featuring software for managing client household and family records, contact information, centers-of-influence and referral relationships, sales pipelines and opportunities, tasks, workflows, calendars, documents, and communications; Software as a service (SAAS) services featuring software for tracking assets under management, fees, client service cadence, client health and readiness metrics, goals, and business performance analytics; Software as a service (SAAS) services featuring software for mapping legal entities, trusts, ownership structures, and asset registries; Software as a service (SAAS) services featuring software for providing a secure client portal for document sharing, service requests, and electronic signatures; Software as a service (SAAS) services featuring software for data import and migration from other CRM systems and spreadsheets; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for generating meeting briefs, summarizing notes and transcripts, drafting follow-up communications, and generating reports from natural language queries; Providing temporary use of a non-downloadable web application for for all of the foregoing; Platform as a service (PAAS) featuring computer software platforms for multi-tenant hosting and administration of the foregoing; 100; 101

Case Type Service mark