Filed April 6, 2026

Serial No. 99747789

Examining Attorney CARYN GLASSER

Class Software as a service (SAAS) services featuring software for wealth management, namely, for use in financial portfolio tracking, asset and liability management, net worth calculation, financial reporting, document storage, scenario planning, cash flow tracking, cost basis tracking, portfolio monitoring, household group consolidation, valuation history tracking, financial goal setting and monitoring, multi-entity ownership tracking, beneficiary tracking, bulk data import, alert notifications in the field of personal and family finance; Software as a service (SAAS) services, namely, hosting software for use by others for importing financial data from brokerage statements, loan amortization tracking, capital gain and loss tracking, multi-user collaboration and role-based access control, debt tracking, financial statement import, multi-entity family office portfolio management, wealth management reporting, collaborator access management, net worth statement generation, valuation tracking, PDF report generation, audit trail tracking, and financial goal monitoring in the field of personal and family finance; 100; 101

Case Type Service mark