FUNDIFY PRO ADVISOR

Brand	Owner	Address	Description
FUNDIFY PROADVISOR	Fundify, Inc.	14th Floor 600 Congress Avenue Austin TX 78701	FUNDIFY PRO ADVISOR;Investment advisory services, namely, investment consultation and investment of funds for others; financial investment brokerage services; investment consultation services in the fields of emerging and start-up companies, and private and public equity;PROADVISOR;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

An automated retirement plan manager manages the assets of an employee retirement benefits plan on behalf of an employer. The plan manager executes trades on investment vehicles based on instructions from an automated independent investment advisor. The advisor calculates a human capital for each plan participant based on data derived from the employer and from the participant through an interface, and based on that human capital calculation recommends an allocation of portfolio assets to the participant. This recommendation, once presented for review by and perhaps modified by the participant, becomes an instruction to the plan manager. As the participant ages his or her human capital is recalculated, and this is used to determine whether the participant's present portfolio type should now be switched to a more conservative one.