PORTFOLIOIQ Trademark

Trademark Overview

On Friday, June 16, 2023, a trademark application was filed for PORTFOLIOIQ with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIOIQ trademark a serial number of 98046131. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, July 9, 2024. This trademark is owned by VY Labs Technologies Pvt Ltd.. The PORTFOLIOIQ trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Downloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; downloadable software for fund operations and investment portfolio management; downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; downloadable software for data management, analysis, and insights in the field of investment portfolio management, including portfolio performance, asset allocation, risk exposure, and historical performance; downloadable software for creating, generating, and accessing reports in the field of investment portfolio management; downloadable software for providing data, analysis, and insights to users in the field of finance

Financial services, namely, providing investment portfolio management and analysis services; investment advisory services; providing financial information and advisory services to investors

Business consulting services in the field of investments

Providing online non-downloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; providing online non-downloadable software for fund operations and investment portfolio management; providing online non-downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; providing online non-downloadable software for data management, analysis, and insights in the field of investment portfolio management, including portfolio performance, asset allocation, risk exposure, and historical performance; providing online non-downloadable software for creating, generating, and accessing reports in the field of investment portfolio management; downloadable software for providing data, analysis, and insights to users in the field of finance
portfolioiq

General Information

Serial Number98046131
Word MarkPORTFOLIOIQ
Filing DateFriday, June 16, 2023
Status688 - NOTICE OF ALLOWANCE - ISSUED
Status DateTuesday, July 9, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 14, 2024

Trademark Statements

Goods and ServicesDownloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; downloadable software for fund operations and investment portfolio management; downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; downloadable software for data management, analysis, and insights in the field of investment portfolio management, including portfolio performance, asset allocation, risk exposure, and historical performance; downloadable software for creating, generating, and accessing reports in the field of investment portfolio management; downloadable software for providing data, analysis, and insights to users in the field of finance
Pseudo MarkPORTFOLIO IQ
Goods and ServicesFinancial services, namely, providing investment portfolio management and analysis services; investment advisory services; providing financial information and advisory services to investors
Goods and ServicesBusiness consulting services in the field of investments
Goods and ServicesProviding online non-downloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; providing online non-downloadable software for fund operations and investment portfolio management; providing online non-downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; providing online non-downloadable software for data management, analysis, and insights in the field of investment portfolio management, including portfolio performance, asset allocation, risk exposure, and historical performance; providing online non-downloadable software for creating, generating, and accessing reports in the field of investment portfolio management; downloadable software for providing data, analysis, and insights to users in the field of finance

Classification Information

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, July 20, 2023
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 20, 2023
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 20, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, July 20, 2023
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameVY Labs Technologies Pvt Ltd.
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressGurgaon Haryana-1
IN
Party NameVY Labs Technologies Pvt Ltd.
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressGurgaon Haryana-1
IN

Trademark Events

Event DateEvent Description
Thursday, July 20, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, June 20, 2023NEW APPLICATION ENTERED
Wednesday, March 6, 2024ASSIGNED TO EXAMINER
Thursday, April 11, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 24, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 14, 2024PUBLISHED FOR OPPOSITION
Tuesday, May 14, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 9, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Related Keywords

portfolioiq investment downloadable software portfolio management providing field performance data services