VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS
Summary of public USPTO data
- Owner
- Valcori Automated Solutions, LLC
- Status
- Live/Registered
- Serial number
- 98557115
- Registration number
- 8255304
- Filing date
- 2024-05-17
- Registration date
- 2026-05-12
- International classes
- 42
Goods and services
Class 42
- Software as a service (SAAS) services featuring software for backend automated office functions for wealth management and consulting providers specifically, data reporting, workflow integration, cross-platform information with outside vendors, and communications processes to field personnel and back-office departments
- Software as a service (SAAS) services featuring software tools to visually design, create, and modify workflows or business processes