U.S. federal trademark · Serial No. 90164827 · Reg. No. 6437775
Software as a service (SAAS) services featuring software for enabling the client portals of financial institutions used to manage personal financial information related to institutional, personal, and family Trusts and other wealth management accounts, excluding mortgage information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.