Advisor Software, Inc.

USPTO Trademark & Patent Filings

Trademark applications and grants for Advisor Software, Inc.. Advisor Software, Inc. has 20 trademark applications. The latest application filed is for "DIGITAL ADVISOR"

Company Profile

Advisor Software, Inc.
Advisor Software, Inc. - Walnut Creek CA US
ADVISOR SOFTWARE, INC. - Walnut Creek CA

State Incorporated	CALIFORNIA
Entity Type	CORPORATION
Address	2175 N California Blvd. Suite 400 Walnut Creek, CALIFORNIA UNITED STATES 94596

*profile and listings may contain filings by different individuals or companies with the same name. Review application materials to confirm ownership/assignment.
Trademarks Patents

Patent Applications

Patent Application	Date
PREDICTING MARKET ACTIONS, DIRECTIONS OF ACTIONS AND ENGAGEMENT VIA BEHAVIORAL IQ ANALYSIS 20200394711 - 16/440879 RUDD; Andrew T. ; et al.	2020-12-17
AUTOMATIC MAPPING AND ALLOCATION OF SPECIAL INTERESTS IN TRUSTS FOR PORTFOLIO ANALYSIS 20140317017 - 14/195684 Torre; Nicolo ; et al.	2014-10-23
Method and System Balancing Net Savings, Resources and Claims Into Retirement 20140052669 - 13/970466 Torre; Nicolo G. ; et al.	2014-02-20
STOCHASTIC CONTROL SYSTEM AND METHOD FOR MULTI PERIOD CONSUMPTION WITH GOAL SATISFACTION REPORTING 20120271781 - 13/462713 Torre; Nicolo G. ; et al.	2012-10-25
Automatic Mapping And Allocation Of Beneficial Interests In Trusts For Portfolio Analysis 20120226634 - 13/471325 Torre; Nicolo G. ; et al.	2012-09-06

Patent Grants & Applications

Trademark Applications

Mark Image Registration \| Serial	Trademark Application Date
"DIGITAL ADVISOR" 88101624	DIGITAL ADVISOR 2018-08-31
"BEHAVIORAL IQ" 5240520 87243705	BEHAVIORAL IQ 2016-11-21
"WEALTH MANAGEMENT CLOUD" 86579419	WEALTH MANAGEMENT CLOUD 2015-03-27
"WEALTH CLOUD" 86579449	WEALTH CLOUD 2015-03-27
"GOALGETTER" 4330717 85617767	GOALGETTER 2012-05-05
"GOALGETTER" 4264099 85617768	GOALGETTER 2012-05-05
"GOALGETTER" 85418089	GOALGETTER 2011-09-08
"GOALGETTER" 85413295	GOALGETTER 2011-09-01
"ADVISOR SOFTWARE" 4280908 85379069	ADVISOR SOFTWARE 2011-07-22
"GOALGAMIPRO" 4121203 85377835	GOALGAMIPRO 2011-07-21
"GOALGAMI" 3782692 77760688	GOALGAMI 2009-06-16
"GOALGAMI SHAPE YOUR MONEY INTO YOUR DREAMS." 77722781	GOALGAMI SHAPE YOUR MONEY INTO YOUR DREAMS. 2009-04-27
"ASI PORTFOLIO FORECASTER" 3691961 77689527	ASI PORTFOLIO FORECASTER 2009-03-12
"ASI SELF DIRECTED INVESTOR TOOL" 3657470 77647403	ASI SELF DIRECTED INVESTOR TOOL 2009-01-12
"ASI PORTFOLIO ANALYSIS TOOL" 3657424 77645853	ASI PORTFOLIO ANALYSIS TOOL 2009-01-08
"ASI PORTFOLIO FORECASTER" 77544721	ASI PORTFOLIO FORECASTER 2008-08-12
"ASI PORTFOLIO REBALANCING SOLUTION" 3646200 77544860	ASI PORTFOLIO REBALANCING SOLUTION 2008-08-12
"PORTFOLIO REBALANCING SOLUTION" 77242872	PORTFOLIO REBALANCING SOLUTION 2007-07-31
"ASI WEALTH MANAGER" 3365197 77167414	ASI WEALTH MANAGER 2007-04-27
"CLIENT ACQUISITION SOLUTION" 3111763 78659287	CLIENT ACQUISITION SOLUTION 2005-06-27

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