U.S. federal trademark · Serial No. 97410723 · Reg. No. 7199174
Providing an online non-downloadable software platform in the nature of a PAAS for use in analyzing portfolio performance against statistically derived benchmarks, analyzing overall risk profiles utilizing scenarios and historical multi-factor analyses, diversification and allocation among various asset classes within investment portfolios, analyzing fee structures and their effect on portfolio performance and of tax treatment on various assets within such portfolios, and optimization of the overall portfolio performance, and for providing qualitative analytics and insight from actual customers' and prospective customers' financial portfolios
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