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Mark	Details	Status	Class/Description
	FINLITI INVESTOR PROFILE INDICATOR FINLITI CORPORATION 2129122 25 Aug 2021	ADVERTISED on 22 Jan 2025	Computer and mobile application software consisting of learning module... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Computer and mobile application software consisting of learning modules, games and questionnaires in the fields of investing and managing personal finances; computer and mobile application software for use in providing customized behavioral financial advice; computer and mobile application software for creating investor personality profiles; computer and mobile application software for providing information in the field of finance assets, securities trading, financial investments, securities brokerage; computer and mobile application software for use in accessing and managing financial investments; computer and mobile application software for financial asset management, financial portfolio management, discretionary financial portfolio management, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement; computer and mobile application software for financial portfolio allocation, for financial portfolio monitoring and rebalancing, client document signing, client onboarding, client management; computer and mobile application software for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities and equities; computer and mobile application software consisting of questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis. Class 036 Class 036 Insurance & Financial Services Financial and investment services, namely financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; financial asset management, management of portfolios comprising securities, discretionary management of portfolios comprising securities, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement; financial securities and commodity trading services for others; margin lending, namely, money lending that allows the borrower to invest the money ; financial services, namely, brokerage and trading services for securities, stocks, bonds, capital investments, commodities and equities; financial investment brokerage services; electronic financial trading services; providing web-based, automated and customized personal financial management services for others, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; providing information in the fields of financial investments and finance assets over computer networks and global communication networks; financial information provided by electronic means in the field of finance assets, securities trading, investments, securities brokerage. ... Class 042 Computer & Software Services & Scientific Services Software as a service (SaaS) services featuring questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis.

ADVERTISED

on 22 Jan 2025

FINLITI INVESTOR PROFILE INDICATOR

FINLITI CORPORATION

2129122 · 25 Aug 2021

009

036

...

Computer and mobile application software consisting of learning module...

Owners

Finliti corporation (1)

Categories

Class 9 (1)

Class 36 (1)

Class 42 (1)

Correspondents

Cassels brock & blackwell llp (1)

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