U.S. federal trademark · Serial No. 79032504 · Reg. No. 3362705
Financial consulting, namely analytical services for investment portfolios
Financial services software namely, software that allows users to monitor, analyze, and graph financial transactions that may be downloaded from a global computer network; wealth management software; software applications for calculation and graphical presentation of financial data associated with funds management data; investment portfolio monitoring and measurement software; computer software for investment management, namely investment performance analysis software; software for consolidation of investment data for multiple sources; software analytical tools for investment portfolios for use in calculating the investment performance and financial returns of a set of transactions
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