Filed March 20, 2024

Serial No. 98459227

Examining Attorney JOHN S YARD

Class Downloadable software to allow communication between users; downloadable software to manage real property maintenance, housekeeping, and repairs; integrated computerized system comprised of computer hardware and software for the collection, editing, organizing, modifying, transmission, storage and sharing of data and information; downloadable computer application software for mobile devices, namely, software to facilitate communication and the sharing of data between users; downloadable mobile applications for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; downloadable mobile applications for comprehensive database management, document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, all with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for comprehensive database management, document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, all with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for comprehensive database management, for database management and for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, all with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable computer software for appointment scheduling; Downloadable computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Downloadable computer software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and transferring data and information; Downloadable computer software for business management, customer relationship management, document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business communications; Downloadable computer software for business management, operations and data analysis; Downloadable computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances; Downloadable computer software for users to post, upload, view and share data, information and multimedia content; Downloadable computer software for enabling communication between users on community sites on the Internet; Downloadable computer software for real-time transmission of data, messages, location information, pictures, link information and texts; Downloadable computer software for programs in data networks for accessing on- line databases; Downloadable computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; Downloadable computer software for use in tracking habits and goals; downloadable computer programs and downloadable computer software for machine-learning based language and speech processing software; downloadable computer chatbot software for simulating conversations; downloadable computer programs and downloadable computer software for creating and generating text; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101

Case Type Trademark Service mark