COMPUTER SOFTWARE FINANCIAL PLANNING

Brand Owner (click to sort) Address Description
ADVICESERVER Financial Engines, Inc. 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE CA 94089 computer software for financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments and manuals sold as a unit;printed materials regarding financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments, namely, newsletters, magazines, periodic reports, books and customized investor reports;ADVICE SERVER;financial planning, investment analysis and portfolio allocation services;interactive computer on-line services offered via a global computer network in the fields of financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments;
AMERIPREP AmeriPrep Solutions 1639 S. Lake Street Whitehall MI 49461 Computer software for financial planning and accounting;AMERICA PREPARATION;
AMERIPREP SOLUTIONS $ AmeriPrep Solutions 1639 S. Lake Street Whitehall MI 49461 Computer software for financial planning and accounting;The mark consists of a red and white flag with a white dollar sign and the words AmeriPrep Solutions in blue;AMERICA PREP SOLUTIONS $;The color(s) red, white and blue is/are claimed as a feature of the mark.;SOLUTIONS;
ASSETMATCH Thrivent Financial for Lutherans 600 Portland Avenue S., Suite 100 Minneapolis MN 554154402 Computer software for financial planning;ASSET MATCH;
BUYING YOUR HOME Home Equity Software, Inc. 3700 Sepulveda Boulevard, Suite #252 Los Angeles CA 90034 computer software for financial planning;
CRITICAL CAPITAL Financial Counsel, Inc. 23564 Calabasas Road, Suite 206 Calabasas CA 91302 Computer software for financial planning and stock options strategies;CAPITAL;Providing temporary use of on-line non-downloadable software for financial planning and stock option stategies;
D&C MAP Edmondson, Correcia J. 3432 Aristedes Rd. Albany GA 31721 Computer software for financial planning;D AND C MAP;
FARPLANNER Woodpile Enterprises, Inc. 702 Mcneel Rd. San Antonio TX 78228 Computer software for financial planning;FAR PLANNER;
FELIX STUMBO, RICHARD W 1000 FLANDERS RD. RENO NV 89511 Computer software for financial planning purposes for use in the business, financial and accounting fields;
FELIX STUMBO & ASSOCIATES, INC. 1000 FLANDERS RD RENO NV 89511 Computer software for financial planning purposes for use in the business, financial and accounting fields;
FINANCE LOGIX OLTIS SOFTWARE P. O. BOX 30151 Tucson AZ 85751 computer software for financial planning, namely, retirement planning, estate planning, education planning, and insurance planning;FINANCE LOGIC;FINANCE LOGIC;
FINANCIAL ENGINES INVESTMENT ADVISOR Financial Engines, Inc. 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE CA 94089 Computer software for financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments;FINANCIAL and INVESTMENT;
FINANCIAL GPS CAPITAL ONE, NATIONAL ASSOCIATION 1680 CAPITAL ONE DRIVE MCLEAN VA 22102 Computer software for financial planning and accounting;FINANCIAL GLOBAL POSITIONING SYSTEM;FINANCIAL;
FINANCIAL GPS LEVEL MONEY, INC. 847 SANSOME STREET 3RD FLOOR SAN FRANCISCO CA 94111 Computer software for financial planning and accounting;FINANCIAL GLOBAL POSITIONING SYSTEM;FINANCIAL;
FINANCIAL VISION TOOLS 1st PARTNERS & CO., INC. 12700 Hillcrest Road, Suite 175 Dallas TX 75230 computer software for financial planning and instruction manuals sold as a unit;FINANCIAL and TOOLS;
FIRST ACTIVE FIRST ACTIVE PLC Skehan House Booterstown, County of Dublin Ireland COMPUTER SOFTWARE FOR FINANCIAL PLANNING, TRACKING INVESTMENTS, AND LOAN CALCULATION EXCLUDING FORECASTING SOFTWARE;FINANCIAL SERVICES, NAMELY FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS, FINANCIAL INVESTMENT IN THE FIELD OF STOCKS, BONDS, AND MUTUAL FUNDS, FINANCIAL PLANNING, FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL VALUATION OF PERSONAL PROPERTY AND REAL ESTATE, LOAN FINANCING, FINANCIAL GUARANTEE AND SURETY; INVESTMENT BROKERAGE SERVICES, BANKING, FINANCIAL CLEARING HOUSES, MORTGAGE, COMMERCIAL, AND CONSUMER LENDING SERVICES, GUARANTEE ASSURANCE UNDERWRITING, MORTGAGE, CAR, HOME EQUITY, AND PERSONAL LOANS, ADMINISTRATION OF EMPLOYEE PENSION PLANS; CREDIT BUREAUS, CREDIT CARD, CHARGE CARD, AND DEBIT CARD SERVICES; MONEY MARKET AND MONETARY EXCHANGE SERVICES;ACTIVE;
FORECAST ENGINE Financial Engines, Inc. 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE CA 94089 Computer software for financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments;
FORECASTER Financial Engines, Inc. 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE CA 94089 computer software for financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments;
FORTUNE FINDER Hales, Daniel C. Suite 100 4695 MacArthur Court Newport Beach CA 92660 Computer software for financial planning and financial assessment in the fields of finance, investment, money and banking, retirement planning, estate planning and wills, real estate, family budgeting and purchasing, and insurance;
GENERATIONS WINKLEVOSS TECHNOLOGIES Two Greenwich Office Park Greenwich CT 06831 Computer software for financial planning of endowments and foundations; Educational software featuring instruction in financial planning for endowments and foundations;Financial analysis and consultation; Financial forecasting; Financial planning; Providing on-line financial calculators;
GOAL NAVIGATOR The Estate Vault, Inc. 1110 East Bonneville Las Vegas NV 89101 Computer software for financial planning;
HIGH PERFORMANCE BANKING TNH Leasing AG, Gebouw Hirsch, leidseplein 29 PS Amsterdam Netherlands computer software for financial planning and budgeting;newsletter relating to the banking field;BANKING;
HIGH PERFORMANCE BANKING INTERAVIA AG Koningslaan 39, 3rd Floor 1075 AB Amsterdam Netherlands computer software for financial planning and budgeting;newsletter relating to the banking field;
INTEGRATE 2000 Plan Ware, Inc. 8800 Northridge Drive, N.E. Albuquerque NM 87111 Computer software for financial planning analysis and evaluation, namely income, debt, taxes, mortgages, college tuition, insurance, namely disability, life, and long-term care; computer software for investment planning, namely bonds, equity, and real estate portfolios; and computer software for retirement and estate planning, namely education, assets, taxes, trusts, social security income, and pensions;2000;
KWASHA LIPTON PERSONAL PLANNER Kwasha Lipton 2100 North Central Road Fort Lee NJ 07024 computer software for financial planning and management;PERSONAL PLANNER;
M-PLAN Mobius Group, Inc. 68 T.W. Alexander Drive P.O. Box 13959 Research Triangle Park NC 27709 computer software for financial planning and instructional manuals, sold as a unit;
M-PLAN INFORMA INVESTMENT SOLUTIONS, INC. 4 GANNETT DRIVE WHITE PLAINS MA 10573 Computer software for financial planning and instructional manuals, sold as a unit;M PLAN;
MONEY TREE SOFTWARE Money Tree Software, Ltd. 2620 Accutech Way Muncie IN 47304 Computer software for financial planning or financial advice and instructional user guides sold as a unit;MONEY AND SOFTWARE;Providing temporary use of on-line non-downloadable cloud computing software for financial planning or financial advice;
MONEYSOFT Moneysoft, Inc. One East Camelback Road, Suite 550 Phoenix AZ 85012 computer software for financial planning and analysis, strategic planning and business development;MONEY SOFT;
MY LIFE IN CASH Bumble Bee GmbH Hafenweg 22 48155 Münster Germany Computer software for financial planning, investment planning, financial management, retirement planning, pension planning, life planning, household budgeting, personal and family cash flow planning, insurance purchasing, mortgage purchasing; downloadable computer software for financial planning, investment planning, financial management, retirement planning, pension planning, life planning, household budgeting, personal and family cash flow planning, insurance purchasing, mortgage purchasing;In the heading, delete class 36.;Updating of computer software; computer software consultancy; consultancy in the field of computer hardware; computer software design; computer systems analysis; computer programming, design of computer animation for others; installation and maintenance of software for Internet access; installation and maintenance of software; configuration of computer systems and networks; conversion of data from physical to electronic media not being physical conversion; data conversion of computer programs data or information not being physical conversion; duplication of computer programs; rental of computer software;
NET WEALTH H & R BLOCK FINANCIAL ADVISORS, INC. 4400 Main Kansas City MO 64111 computer software for financial planning;NET WEALTH;The lines shown in the drawing are a feature of the mark and do not indicate color.;
NETWEALTH H & R BLOCK FINANCIAL ADVISORS, INC. 4400 Main Kansas City MO 64111 computer software for financial planning, namely, software which provides the user with - the ability to calculate various income and expense scenarios; the ability to calculate debt and methods of reducing debt; historical information regarding the total return of various investments; cost and enrollment figures in colleges and universities; and the ability to calculate the time value of money;NET WEALTH;
PLAN-PACS\3 Computer Planning Corporation 300 Foster Street North Andover MA 01845 computer software for financial planning;plan packs 3;
PROCESSCOMPOSER Orchestrate 3737 Woodland Ave., Suite 420 West Des Moines IA 50266 Computer software for financial planning;PROCESS COMPOSER;
PROFIT SMART Digital Arts PO Box 4575 Annapolix MD 21304 computer software for financial planning and management of direct marketing campaigns;PROFIT;
QFPLAN QPlan Limited Partnership c/o Quarve Associates One Atlantic Street Stamford CT 06901 computer software for financial planning;P F PLAN;
QPLAN QPlan Limited Partnership c/o Quarve Associates One Atlantic Street Stamford CT 06901 computer software for financial planning;Q PLAN;
QUARVE MODEL QPlan Limited Partnership c/o Quarve Associates One Atlantic Street Stamford CT 06901 computer software for financial planning;MODEL;
SAEGIS Financial Engines, Inc. 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE CA 94089 computer software for financial planning relating to selection and management of retirement investment vehicles;
SAGEIS Financial Engines, Inc. 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE CA 94089 computer software for financial planning relating to selection and management of retirement investment vehicles;
SAGIS Financial Engines, Inc. 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE CA 94089 computer software for financial planning relating to selection and management of retirement investment vehicles;
SCOUT UMB FINANCIAL CORPORATION 1010 Grand Avenue Kansas City MO 64106 computer software for financial planning and asset liability management for financial institutions and accompanying manuals;
SIMMETRIC WINKLEVOSS TECHNOLOGIES Two Greenwich Office Park Greenwich CT 06831 computer software for financial planning of endowments and foundations;SYMMETRIC;
SIMPLE ILLUSTRATOR LESSER, GARY S. 944 STOCKTON ST INDIANAPOLIS IN 462604925 computer software for financial planning;
SO WHAT Cottage Software, Inc. 800 South Street Waltham MA 02154 computer software for financial planning and analysis for use in business, and user manuals sold as a unit therewith;
TALISYS COMPREHENSIVE SOFTWARE SYSTEMS 25178 Genesee Trail Road Golden CO 80401 Computer software for financial planning;Financial consulting services;
THE EASY WAY TO FINANCIAL SUCCESS H & R BLOCK FINANCIAL ADVISORS, INC. 4400 Main Kansas City MO 64111 computer software for financial planning;FINANCIAL;
TIME MACHINE TROUTWOOD 467 Troutwood Dr Pittsburgh PA 15237 Computer software for financial planning, financial management, and investment management; downloadable computer software for financial planning, financial management, and investment management; downloadable software in the nature of a mobile application for financial planning, financial management, and investment management;
TROUTWOOD TROUTWOOD 467 Troutwood Dr Pittsburgh PA 15237 Computer software for financial planning, financial management, and investment management; downloadable computer software for financial planning, financial management, and investment management; downloadable software in the nature of a mobile application for financial planning, financial management, and investment management;TROUT WOOD;
TROUTWOOD Eugene M. Natali Jr., 467 Troutwood Dr. Pittsburgh PA 15237 Computer software for financial planning, financial management, and investment management; downloadable computer software for financial planning, financial management, and investment management; downloadable software in the nature of a mobile application for financial planning, financial management, and investment management;TROUT WOOD;
VALUADDER Haleo Corporation 2748 Robinwood Way West Linn OR 97068 Computer software for financial planning and analysis, strategic planning and business valuation;VALUE ADDER;
VALUTRAX Business Brokerage Press, Inc. 3501 Kyle Court Wilmington NC 28409 Computer software for financial planning and analysis, strategic planning, business development and business valuation;
VIGA TECHNOLOGIES Viga Technologies, Inc. 3573 East Sunrise Drive, Suite 120 Tucson AZ 85718 computer software for financial planning, retirement planning;TECHNOLOGIES;
WALLET SIZING- CLEARLY BETTER BANKING Vallstein Beheer B.V. Polarisavenue 83 C NL-2132 JH Hoofddorp Netherlands Computer software for financial planning and management;Consultancy in the financial field; financial services, namely, financial planning, banking services; information on financial matters;Business management advice related to the operation of companies; professional advisory services in the nature of business management relating to running a company; business advice on the organization and handling of business between companies and financial institutions, namely, advice on banking strategies of client of banks and other financial institutions, advice on improving performance of banks and other financial institutions related to analysis and measurement of potential market value compared to current market values;BETTER BANKING;
WESTRAK WesBanco Bank, Inc. ONE BANK PLAZA WHEELING WV 26003 Computer software for financial planning;WEST TRACK;
WINMCA Kreg Corporation Suite 412 8 Piedmont Center Atlanta GA 30305 computer software for financial planning;WIN MCA;(Based on Intent to Use) application service provider (ASP) featuring software for database management and for use as a spreadsheet in the field of financial planning;
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. A computer-implemented draft authentication method for use in e-commerce includes the steps of establishing partner relationships between a financial institution and a plurality of World Wide Web (Web) vendors and storing, for each of a plurality of Web customers, at least one piece of unique identifying information linked to the Web customer's financial information. Web customers executing drafts or causing drafts to be executed by the Web vendors and presented to the financial institution are authenticated by immediately encrypting at least a portion of an identification data set provided by the Web customer over the network and by successfully matching the immediately encrypted identification data set with the stored piece(s) of encrypted identifying information. The Web customer's financial information is then retrieved only by the financial institution and constraints are established based on the retrieved information. The financial institution then honors drafts presented by the Web vendors with whom the drawee has a partner relationship only when the Web customer is successfully authenticated and the constraints are satisfied. Only the identification information (such as biometric data and/or ID and password pairs) of each of the Web customers is securely replicated from the financial institution to each of the Web vendors. LDAP-compatible Directory software may be utilized as the means of storing, processing and replicating the Web customer's identification information to each of the Web vendors. The financial institution warrants the security of the system and controls the replication and content of the Directories at each of the Web vendor sites.