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PORTFOLIO ANATOMY

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PORTFOLIO ANATOMY
ADVERTISED

on 9 Apr 2025

Last Applicant/ Owned by

FUNDLAB TECHNOLOGIES INC.

24 Rue Du SauvignonKirkland

QUEBEC

CA

H9H5A5

Serial Number

2180950 filed on 21st Apr 2022

Correspondent Address

NORTON ROSE FULBRIGHT CANADA LLP/S.E.N.C.R.L.,S.R.L.

1, Place Ville MarieSuite 2500, Montreal

QUEBEC

CA

H3B1R1

PORTFOLIO ANATOMY

Trademark usage description

downloadable computer mobile application for use in financial services applications for portfolio optimization and construction, risk management, and Read More

Classification Information

Class [009]
Downloadable computer mobile application for use in financial services applications for portfolio optimization and construction, risk management, and risk model construction; downloadable computer mobile application for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments.

Classification kind code

11

Class [036]
Financial asset management services, mutual funds management services, ETFs management services.

Classification kind code

11

Class [042]
Platform as a service (PAAS) featuring computer software platforms for use in applications in financial services for portfolio optimization and construction, risk management, and risk model construction; platform as a service (PAAS) used for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments.

Classification kind code

11

Mark Details

Serial Number

2180950

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 135
on 22nd May 2025		Amendment to Application
Submitted for opposition 42
on 9th Apr 2025		Advertised
Submitted for opposition 26
on 11th Mar 2025		Approved
Submitted for opposition 27
on 11th Mar 2025		Approval Notice Sent
Submitted for opposition 22
on 3rd Mar 2025		Search Recorded
Submitted for opposition 287
on 18th Jul 2022		Pre-Assessment Letter Sent
Submitted for opposition 30
on 21st Apr 2022		Filed
Submitted for opposition 1
on 21st Apr 2022		Created
Submitted for opposition 31
on 21st Apr 2022		Formalized