288 Trademark Results found for "Portfolio Copilot, Portfolio Copilot"

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Details	Status	Class/Description
PORTFOLIO DEFENSE Tiger 21, LLC a New York limited liability company 1302710 3 Jun 2009	Registered: Registered/protected	Business networking of peer to peer learning groups of high net worth ... Class 035 Class 035 Advertising, Business & Retail Services Business networking of peer to peer learning groups of high net worth individuals
PORTFOLIO WATCH Bridges Financial Services Pty Ltd 1211635 22 Nov 2007	Registered: Registered/protected	Downloadable electronic publications, being publications dealing with ... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Downloadable electronic publications, being publications dealing with portfolio research and management services, being monitoring of customers' investment portfolios and the supply of financial advice in relation to this Class 016 Class 016 Paper Goods and Printed Material Printed publications, being newsletters and reports dealing with portfolio research and management services, being monitoring of customers' investment portfolios and the supply of financial advice in relation to this ... Class 036 Insurance & Financial Services Finance and investment monitoring and advisory services, being portfolio research and management services, being monitoring of customers' investment portfolios and the supply of financial advice in relation to this
PORTFOLIO WEBBENCH Barclays Plc 1215155 20 Nov 2007	Protected: Registered/protected	Providing temporary use of software for portfolio and securities analy... Class 042 Class 042 Computer & Software Services & Scientific Services Providing temporary use of software for portfolio and securities analysis via an online database or online calculation engine
PORTFOLIO CARE NMMT LIMITED 828435 20 Mar 2000	Registered: Registered/protected	Financial services including funds management, dealing in securities, ... Class 036 Class 036 Insurance & Financial Services Financial services including funds management, dealing in securities, shares and property, financial planning services
ST.GEORGE PORTFOLIO WESTPAC BANKING CORPORATION 780879 11 Dec 1998	Registered: Registered/protected	Financial and banking services, including but not limited to loan, cre... Class 036 Class 036 Insurance & Financial Services Financial and banking services, including but not limited to loan, credit and account services
GRIFFIN PORTFOLIO MANAGEMENT Euroz Hartleys Group Limited 2135990 13 Nov 2020	Registered: Registered/protected	Stocks and bonds brokerage; securities brokerage; stock exchange quota... Class 036 Class 036 Insurance & Financial Services Stocks and bonds brokerage; securities brokerage; stock exchange quotations; third party clearing; portfolio management; financial, insurance and investment services in this class; financial planning services; financial planning services; financial management and advice; taxation reporting and planning; financial transactions for all forms of financial assets; lending for all types of investment; financial corporate advisory services, including financial advice on structuring and execution of acquisitions, divestitures, mergers, takeover defences, privatisations and corporate restructurings; investment research services; margin lending; management of financial adviser payments and performance; mortgage broking; including these services when offered online or over the Internet; none of the foregoing being for or related to real property management services
GADENS PORTFOLIO SYSTEMS Bodhicorp Pty. Ltd. 1931246 1 Jun 2018	Registered: Registered/protected	Financial services; mortgage services; mortgage advice; debt recovery;... Class 036 Class 036 Insurance & Financial Services Financial services; mortgage services; mortgage advice; debt recovery; agency services for the leasing of real estate property; property leasing (real estate property only); real estate leasing; land leasing services; debt management services; portfolio management; property portfolio management; financial portfolio management; conducting of financial transactions; financial transaction services Class 038 Class 038 Communications Services Document exchange services ... Class 042 Computer & Software Services & Scientific Services Online provision of web-based software (non-downloadable); scientific and technological services; computer software design; computer software development; creating and designing website-based indexes of information for others (information technology services); information technology (IT) services (computer hardware, software and peripherals design and technical consultancy); providing information, including online, about scientific and technological services and research and design relating thereto; website offering document creation and management services; consulting services in relation to web based non-downloadable document management software systems; providing web based software (non-downloadable) in relation to document management software and systems via computer networks and global communication networks; digitisation of documents Class 045 Personal & Legal & Social Services Legal services; provision of legal services; provision of legal information; providing information, including online, about legal services; provision of information relating to legal services; conveyancing; legal document preparation
GADENS PORTFOLIO SOLUTIONS Bodhicorp Pty. Ltd. 1931245 1 Jun 2018	Registered: Registered/protected	Financial services; mortgage services; mortgage advice; debt recovery;... Class 036 Class 036 Insurance & Financial Services Financial services; mortgage services; mortgage advice; debt recovery; agency services for the leasing of real estate property; property leasing (real estate property only); real estate leasing; land leasing services; debt management services; portfolio management; property portfolio management; financial portfolio management; conducting of financial transactions; financial transaction services Class 038 Class 038 Communications Services Document exchange services ... Class 042 Computer & Software Services & Scientific Services Online provision of web-based software (non-downloadable); scientific and technological services; computer software design; computer software development; creating and designing website-based indexes of information for others (information technology services); information technology (IT) services (computer hardware, software and peripherals design and technical consultancy); providing information, including online, about scientific and technological services and research and design relating thereto; website offering document creation and management services; consulting services in relation to web based non-downloadable document management software systems; providing web based software (non-downloadable) in relation to document management software and systems via computer networks and global communication networks; digitisation of documents Class 045 Personal & Legal & Social Services Legal services; provision of legal services; provision of legal information; providing information, including online, about legal services; provision of information relating to legal services; conveyancing; legal document preparation
SHADFORTH PORTFOLIO SERVICE Shadforth Financial Group Limited 1925451 9 May 2018	Registered: Registered/protected	Advisory services relating to (financial) risk management; advisory se... Class 036 Class 036 Insurance & Financial Services Advisory services relating to (financial) risk management; advisory services relating to financial investment; advisory services relating to financial matters; advisory services relating to financial planning; brokerage services relating to financial instruments; collection of financial information; computerised financial services; conducting financial feasibility studies; conducting of financial transactions; consultation services relating to financial matters; consultations (financial); discount card services (financial services); economic financial research services; estate planning services (arranging financial affairs); estimates for financial purposes; financial advice; financial advice relating to taxation; financial advice relating to wills; financial advisory services; financial advisory services for companies; financial advisory services for individuals; financial advisory services relating to retirement plans; financial advisory services relating to tax; financial advisory services relating to taxation; financial analysis; financial appraisals; financial assessments; financial asset management; financial brokerage; financial business appraisals; financial clearing house service; financial consultancy; financial consultation services; financial credit services; financial database services; financial economic advisory services; financial economic analysis; financial evaluation (insurance, banking, real estate); financial fund management; financial information; financial information services; financial intermediary services; financial investment; financial investment advisory services; financial investment fund services; financial investment management services; financial investment research services; financial loan services; financial loss management; financial management; financial management advisory services; financial market information services; financial modelling services; financial nominee services; financial planning; financial portfolio management; financial research; financial risk management; financial savings services; financial securities; financial services; financial strategy consultancy services; financial transaction services; financial trust management; financial underwriting; financial valuation services; financial valuations; income tax financial advice; independent financial planning advice; management of financial assets; monitoring of financial portfolios; pension fund financial management; personal financial banking services; personal financial planning advisory services; personal financial planning services; preparation and analysis of financial reports; preparation of financial analyses; preparation of financial analysis; preparation of financial balance sheets; preparation of financial reports; preparation of financial reports; providing information, including online, about insurance, financial and monetary affairs and real estate affairs; provision of financial information; provision of information relating to financial services; provision of online financial calculators; provision of tax advice (financial); real estate assessment (financial); risk management (financial); risk management consultancy (financial); tax advice (financial); tax consultancy (financial); tax consultations (financial); tax financial planning; tax returns financial consultancy; tax services (financial); taxation financial consultancy services; taxation financial planning services
PORTFOLIO CONSTRUCTION FORUM Portfolio Construction Forum Pty Ltd 1882993 26 Oct 2017	Registered: Registered/protected	Educational services in the field of Financial services including fina... Class 041 Class 041 Education and Entertainment Services Educational services in the field of Financial services including financial management services relating to business, profession and retirement; advisory, support, information and consultancy services relating to the foregoing

Registered: Registered/protected

PORTFOLIO DEFENSE

Tiger 21, LLC a New York limited liability company

1302710 · 3 Jun 2009

035

Business networking of peer to peer learning groups of high net worth ...

Registered: Registered/protected

PORTFOLIO WATCH

Bridges Financial Services Pty Ltd

1211635 · 22 Nov 2007

009

016

...

Downloadable electronic publications, being publications dealing with ...

Protected: Registered/protected

PORTFOLIO WEBBENCH

Barclays Plc

1215155 · 20 Nov 2007

042

Providing temporary use of software for portfolio and securities analy...

Registered: Registered/protected

PORTFOLIO CARE

NMMT LIMITED

828435 · 20 Mar 2000

036

Financial services including funds management, dealing in securities, ...

Registered: Registered/protected

ST.GEORGE PORTFOLIO

WESTPAC BANKING CORPORATION

780879 · 11 Dec 1998

036

Financial and banking services, including but not limited to loan, cre...

Registered: Registered/protected

GRIFFIN PORTFOLIO MANAGEMENT

Euroz Hartleys Group Limited

2135990 · 13 Nov 2020

036

Stocks and bonds brokerage; securities brokerage; stock exchange quota...

Registered: Registered/protected

GADENS PORTFOLIO SYSTEMS

Bodhicorp Pty. Ltd.

1931246 · 1 Jun 2018

036

038

...

Financial services; mortgage services; mortgage advice; debt recovery;...

Registered: Registered/protected

GADENS PORTFOLIO SOLUTIONS

Bodhicorp Pty. Ltd.

1931245 · 1 Jun 2018

036

038

...

Financial services; mortgage services; mortgage advice; debt recovery;...

Registered: Registered/protected

SHADFORTH PORTFOLIO SERVICE

Shadforth Financial Group Limited

1925451 · 9 May 2018

036

Class 036

Insurance & Financial Services

Advisory services relating to (financial) risk management; advisory services relating to financial investment; advisory services relating to financial matters; advisory services relating to financial planning; brokerage services relating to financial instruments; collection of financial information; computerised financial services; conducting financial feasibility studies; conducting of financial transactions; consultation services relating to financial matters; consultations (financial); discount card services (financial services); economic financial research services; estate planning services (arranging financial affairs); estimates for financial purposes; financial advice; financial advice relating to taxation; financial advice relating to wills; financial advisory services; financial advisory services for companies; financial advisory services for individuals; financial advisory services relating to retirement plans; financial advisory services relating to tax; financial advisory services relating to taxation; financial analysis; financial appraisals; financial assessments; financial asset management; financial brokerage; financial business appraisals; financial clearing house service; financial consultancy; financial consultation services; financial credit services; financial database services; financial economic advisory services; financial economic analysis; financial evaluation (insurance, banking, real estate); financial fund management; financial information; financial information services; financial intermediary services; financial investment; financial investment advisory services; financial investment fund services; financial investment management services; financial investment research services; financial loan services; financial loss management; financial management; financial management advisory services; financial market information services; financial modelling services; financial nominee services; financial planning; financial portfolio management; financial research; financial risk management; financial savings services; financial securities; financial services; financial strategy consultancy services; financial transaction services; financial trust management; financial underwriting; financial valuation services; financial valuations; income tax financial advice; independent financial planning advice; management of financial assets; monitoring of financial portfolios; pension fund financial management; personal financial banking services; personal financial planning advisory services; personal financial planning services; preparation and analysis of financial reports; preparation of financial analyses; preparation of financial analysis; preparation of financial balance sheets; preparation of financial reports; preparation of financial reports; providing information, including online, about insurance, financial and monetary affairs and real estate affairs; provision of financial information; provision of information relating to financial services; provision of online financial calculators; provision of tax advice (financial); real estate assessment (financial); risk management (financial); risk management consultancy (financial); tax advice (financial); tax consultancy (financial); tax consultations (financial); tax financial planning; tax returns financial consultancy; tax services (financial); taxation financial consultancy services; taxation financial planning services

Advisory services relating to (financial) risk management; advisory se...

Registered: Registered/protected

PORTFOLIO CONSTRUCTION FORUM

Portfolio Construction Forum Pty Ltd

1882993 · 26 Oct 2017

041

Educational services in the field of Financial services including fina...

Owners

Insignia financial ltd (7)

Bt financial group pty limited (4)

Casl financial services pty ltd (4)

Commonwealth bank of australia (4)

Change management institute incorporated (3)

Abbott laboratories (2)

Advent software, inc. (2)

American express marketing & development corp. (2)

Anna mackenzie (2)

Aviva investors australia limited (2)

Avril brikkels (2)

Board portfolio pty ltd (2)

Bankers trust company a new york corporation (2)

Bodhicorp pty. ltd. (2)

Brillient investment publishing pty limited (2)

Chartered alternative investment analyst association, inc. (2)

Credit union services corporation (australia) ltd (2)

Garrisons accounting group ltd (2)

Guardianfp limited (2)

Investsense pty ltd (2)

Kl hammond enterprises pty ltd (2)

Lf, llc a delaware limited liability company (2)

Parametric portfolio associates llc (2)

Perry ellis international europe limited (2)

Platinum investment management limited (2)

Portfolio & accounting services pty ltd (2)

Portfolio construction forum pty ltd (2)

Portfolio hair pty ltd (2)

Portfolio planning solutions ltd (2)

Praemium limited (2)

Project management institute, inc. (2)

Reliance relocation services, inc. inc.Orporated in the state of delaware (2)

State street bank and trust company a massachusetts trust company (2)

Stockford central services pty ltd (2)

Stonebridge property holdings pty limited (2)

The colonial mutual life assurance society limited (2)

Voucam pty ltd (2)

Westpac banking corporation (2)

Willow ip pty ltd (2)

Isuper pty ltd (2)

100 doors pty. ltd. (1)

2020 concepts pty ltd (1)

Adapt enterprises pty ltd australia (1)

Alloc8 australia pty ltd (1)

Apa financial services ltd (1)

Arch portfolio properties pty. ltd. (1)

Atlassian pty ltd (1)

Abnormal security corporation (1)

Advance magazine publishers inc., a new york corporation (1)

Advent software, inc (1)

Andrew west & co limited (1)

Aquent inc (1)

Artemis ip limited (1)

Assirt software pty ltd (1)

Atari corp. (1)

Attache software incorporated (1)

Australian institute of project management ltd (1)

Bank of new zealand australia limited (1)

Barbacan benefits pty ltd (1)

Barclays plc (1)

Bayerische motoren werke aktiengesellschaft (1)

Bello investment group pty ltd (1)

Bluechip portfolio managed investments pty ltd (1)

Bravura solutions limited (1)

Bridges financial services pty ltd (1)

Bridges son & shepherd ltd (1)

Chep technology pty limited (1)

Class limited (1)

Cooper wealth management pty ltd (1)

Candice deville pty ltd (1)

Candice deville pty ltd as trustee for the deville enterprises trust (1)

Charles schwab & co., inc. (1)

Checklist it limited (1)

Citigroup global markets inc a new york corporation (1)

Commodity strategies ltd. (1)

Corporate value associates netherlands b.V. (1)

Count limited (1)

Covidien lp (1)

Creative sales pty limited (1)

Dennfam pty ltd (1)

Delien pty ltd atf algate family trust (1)

Diana crawford mills and susan haf morgan trading as life portfolio (1)

Direct portfolio services limited (1)

Duluxgroup (australia) pty ltd (1)

Dynatrace austria gmbh (1)

Evidium, inc. (1)

Excel hsc copilot pty ltd (1)

Eljore pty ltd (1)

Euroz hartleys group limited (1)

Financial services partners pty limited (1)

Financialcare group pty ltd (1)

Frontier economics pty ltd (1)

Gamma wealth management pty ltd (1)

Global mutual funds pty ltd (1)

Globalance bank ag (1)

Goat portfolio manager holdings pty ltd (1)

Grove financial services (1)

Grove financial services pty ltd (1)

Growth science technologies llc (1)

Hlt international ip llc (1)

Hnw planning pty ltd (1)

Health capital pty ltd (1)

Herman miller, inc. (1)

Hope2day limited (1)

Ici acrylics inc. (1)

Ibbotson associates, inc. an illinois corporation (1)

Individual portfolio managers pty limited (1)

Industry fund services pty ltd (1)

Innovest finanzdienstleistungs ag (1)

Integra fire services pty ltd (1)

Intelliflo limited (1)

Intercontinental hotels corporation (1)

Intergraph corporation (1)

International business machines corporation a new york corporation (1)

Investalert ltd (1)

Ita buttrose pty limited (1)

Janus henderson uk (holdings) limited (1)

Kelkay limited (1)

Kraft corporation pty ltd (1)

Lee green & co pty ltd (1)

Lensell group pty ltd (1)

Lonsec research pty ltd (1)

Lee green & co pty ltd (1)

Manheim auctions australia pty. ltd. (1)

Marks and spencer plc (1)

Mlc wealth holdings limited (1)

Macquarie bank limited (1)

Macquarie group limited (1)

Magazine promotions australia pty ltd (1)

Maurice kain textiles limited (1)

Mcdonald jones homes pty limited (1)

Mercer superannuation (australia) limited (1)

Morningstar, inc. (1)

My p.A. services pty ltd. (1)

Nelson conglomerate pty ltd (1)

Ngam distribution, l.P. (1)

Nmmt limited (1)

Natixis advisors, l.P. (1)

Niche portfolio pty ltd (1)

Northwater capital management inc. (1)

Onevue services pty limited (1)

Otsdata pty ltd (1)

Pm capital limited (1)

Portfolio property investments pty ltd (1)

Private portfolio managers pty limited (1)

Paul melling and associates pty ltd (1)

Portfolio administrative services pty ltd (1)

Portfolio builders pty ltd (1)

Portfolio care services pty ltd (1)

Portfolio connect pty ltd (1)

Portfolio housing group pty ltd (1)

Portfolio solutions pty ltd (1)

Procore technologies, inc. a corporation of delaware (1)

Project portfolio management (industrial) pty ltd (1)

Provident capital limited (1)

Prudential ip services limited (1)

Quantuna pty ltd. (1)

Rci, llc a delaware corporation (1)

River logic pty ltd (1)

Rp data pty limited (1)

Ract insurance pty ltd (1)

Reliance relocation services, inc. a delaware corporation (1)

Research technology corporation (aust) pty ltd (1)

Reuters limited (1)

Rheinemann ltd (1)

Scientific portfolio pte. ltd. (1)

Seera pty ltd (1)

Sfg australia limited (1)

Smsf copilot (1)

Smsf copilot pty ltd (1)

St george community housing limited (1)

Staff consultants group (societe anonyme) (1)

Salomon smith barney australia securities pty limited (1)

Sayers gomez holdings pty ltd (1)

Sewell instruments pty ltd (1)

Shadforth financial group limited (1)

Southcorp brands pty limited (1)

Spectrum live capital management pty ltd (1)

Spotlight pty ltd (1)

Springer nature limited (1)

Squarespace inc. (1)

St.George bank limited (1)

State street corporation a massachusetts corporation (1)

Statewest credit society ltd (1)

Super obvious pty ltd (1)

Third party platform pty ltd (1)

Tasman ip limited (1)

The federal publishing company pty ltd (1)

The mead corporation an ohio corporation (1)

The national mutual life association of australasia limited (1)

The national mutual life association of australasia ltd (1)

The trustee for round tower solutions trust (1)

Three rifles shirt manufacturer (pte) limited (1)

Tiger 21, llc a new york limited liability company (1)

Tony wiltshire holdings pty ltd. (1)

Total portfolio management pty ltd (1)

Transparence group pty ltd (1)

Tribute portfolio ip, llc a delaware limited liability company (1)

Trimble maps inc. (1)

W d & h o wills (aust) limited (1)

Wirtgen group, zweigniederlassung der john deere gmbh & co. kg (1)

Xactly corporation (1)

Yourportfolio (1)