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ENVESTNET YODLEE FINCHECK

View On IC.GC.CA

REGISTERED

on 17 Dec 2020

Last Applicant/ Owned by

ENVESTNET INC.

35 East Wacker Drive, Suite 2400Chicago, IL 60601

Serial Number

1889393 filed on 21^st Mar 2018

Registration Number

TMA1090005 registered on 17^th Dec 2020

Registration expiry Date

17^th Dec 2030

Correspondent Address

SMART & BIGGAR LP

SCOTIA PLAZA40 KING STREET WEST40th FLOORTORONTO

ONTARIO

M5H3Y2

ENVESTNET YODLEE FINCHECK

Trademark usage description

computer software for aggregation of banking, financial, investment and personal records and information namely software that dynamically measures, mo Read More

Classification Information

Class [009]
Computer software for aggregation of banking, financial, investment and personal records and information namely software that dynamically measures, monitors and analyses the user's spending, saving, borrowing and planning, and then shares personalized guidance and education based on the analysis of those parameters to help the user improve financial habits to attain true financial wellness, meet savings goals and reduce debt; computer software that accesses online electronic spending, saving and borrowing information and converts and transfers it for easy viewing on, mobile and smart phones and tablet computers; computer software for aggregating, processing and analyzing personal spending, saving and borrowing financial data for the purpose of providing customized recommendations in the field of finance; computer software that allows users to perform e-commerce transactions.

Classification kind code

Class [036]
Financial advisory and consultancy services namely financial analysis consultation services; Providing financial information by electronic means namely virtual financial coaching services, by way of making use of software that utilizes artificial intelligence to provide financial guidance, personalized recommendations, educational content to meet savings goals and reduce debt based on diagnostics of the consumer's financial scores; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, spending, saving and borrowing, investment and financial planning information; Providing financial assessment services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial planning information services to others by electronic means; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, spending, saving and borrowing, investment and financial planning information; Providing financial information services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; Providing financial information services to others, namely, providing online monitoring and tracking services for financial and e-commerce transactions relating to status of securities; Providing financial planning advisory services.

Classification kind code

Class [042]
Computer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial management and online payments; developing and hosting a server on a computer network for the purpose of facilitating e-commerce via such a server featuring computer software applications; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Technical assistance in the field of computer systems, networks and software all of which are provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Customer technical support services, namely, consulting and customization services for custom integration and customization of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services

Classification kind code

Mark Details

Serial Number

1889393

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 42 on 12^th Aug 2020	Advertised
Submitted for opposition 26 on 17^th Jul 2020	Approved
Submitted for opposition 27 on 17^th Jul 2020	Approval Notice Sent
Submitted for opposition 48 on 13^th May 2020	Agent Changed
Submitted for opposition 15 on 15^th Apr 2020	Correspondence Created
Submitted for opposition 22 on 21^st Aug 2019	Search Recorded
Submitted for opposition 20 on 21^st Aug 2019	Examiner's First Report
Submitted for opposition 31 on 28^th Mar 2018	Formalized
Submitted for opposition 1 on 22^nd Mar 2018	Created
Submitted for opposition 30 on 21^st Mar 2018	Filed