U.S. federal trademark · Serial No. 87553531 · Reg. No. 5874811
Computer software, namely, software for financial portfolio management, rebalancing portfolio construction, investment research, portfolio analytics and decision support, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, financial instruments trading compliance, and calculation of fees
Software as a service (SaaS) featuring software in the field of financial portfolio management, rebalancing portfolio construction, investment research, portfolio analytics and decision support, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, financial instruments trading compliance, and calculation of fees
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.