NEXT BEST ACTION

NEXT BEST ACTION Canadian Trademark Information

Computer software in the field of wealth management, namely applications for smart phones, tablets and computers for accessing and managing financial and asset accounts and portfolios and communicating with wealth advisors, enterprise software to manage wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence, integration software to integrate different wealth management softwares and data sources with each other to consolidate data and consolidated presentation of data, business intelligence software to aggregate, analyse and visualize data for client intelligence Software as a service provider in the field of software for wealth management; software design services; software customization services; software integration services, namely integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of dataComputer software in the field of wealth management, namely applications for smart phones, tablets and computers for accessing and managing financial and asset accounts and portfolios and communicating with wealth advisors, enterprise software to manage wealth man...
Classification Information
Class Code: 042 - Computer & Software Services & Scientific Services
Description: Computer and scientific
Class Code: 009 - Computer & Software Products & Electrical & Scientific Products
Description: Electrical, scientific and teaching apparatus and software
Matter History Events
Status Date Record Status Description
2024-01-26 National prosecution history entry - Registration Fee Notice Sent
2024-01-26 Application published - Registration Pending
2023-11-08 Application published - Advertised
2023-10-11 Application accepted - Approved
2023-10-11 National prosecution history entry - Approval Notice Sent
2023-10-04 National prosecution history entry - Search Recorded
2022-05-30 National prosecution history entry - Pre-Assessment Letter Sent
2021-08-18 National prosecution history entry - Amendment to Application
2019-05-06 Filing date accorded - Formalized
2019-05-01 National prosecution history entry - Created
2019-04-30 Application filed - Filed
Word Mark: NEXT BEST ACTION
Current Status:
Application published
LIVE Mark!
Application Number: 1960211
Filing Date: Tuesday, April 30, 2019
Filing Place: Canada
Registration Date: Not Available
Register Type: Primary
Type Of Mark: Trademark
Mark Feature: Word
Use In Commerce: Yes
Publication Registration: Wednesday, November 8, 2023
Opposition: 11/8/2023 - 11/8/2023
Last Applicant/Owner: *********
**********
***** ****
Correspondent: Not provided
Goods and Services Information
Description:
(1) - Computer software in the field of wealth management, namely applications for smart phones, tablets and computers for accessing and managing financial and asset accounts and portfolios and communicating with wealth advisors, enterprise software to manage wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence, integration software to integrate different wealth management softwares and data sources with each other to consolidate data and consolidated presentation of data, business intelligence software to aggregate, analyse and visualize data for client intelligence
(2) - Software as a service provider in the field of software for wealth management; software design services; software customization services; software integration services, namely integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data
(3) - Computer software in the field of wealth management, namely applications for smart phones, tablets and computers for accessing and managing financial and asset accounts and portfolios and communicating with wealth advisors, enterprise software to manage wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence, integration software to integrate different wealth management softwares and data sources with each other to consolidate data and consolidated presentation of data, business intelligence software to aggregate, analyse and visualize data for client intelligence
(4) - Software as a service provider in the field of software for wealth management; software design services; software customization services; software integration services, namely integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data
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