Filed Dec. 5, 2019

Serial No. 88716840

Registered July 27, 2021

Registration No. 6,435,255

Class Downloadable and recorded computer software and computer programs for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; computer software downloaded via the Internet for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; Downloadable and recorded computer software publications and electronic publications in the nature of manuals, guides, reports, videos, articles, presentations and brochures in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded computer software applications for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded interactive business software for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded interactive database software for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; data recorded electronically from the Internet featuring a software solution for private client suitability assessment, proposal generation and client reporting, portfolio analysis and management, portfolio risk analysis and reporting, portfolio ESG analysis and reporting, portfolio monitoring, oversight and governance; data recorded in machine readable form from the Internet featuring a software solution for private client suitability assessment, proposal generation and client reporting, portfolio analysis and management, portfolio risk analysis and reporting, portfolio ESG analysis and reporting, portfolio monitoring, oversight and governance; downloadable and recorded software applications for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable or recorded Internet applications for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded website applications for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded application software (Apps) for mobile devices for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; 021; 023; 026; 036; 038; 100; 101; 100; 101

Case Type Trademark Service mark