U.S. federal trademark · Serial No. 77856028
Providing registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services with access, through an Internet portal, to comprehensive, centralized technology to conduct and manage the day-to-day aspects of their businesses, namely, client relationship management, marketing and sales support, financial planning, proposal generation, account reporting, and practice operation services, consisting of account management, research, client billing, trading and rebalancing, account reconciliation and portfolio management
Investment advisory and management services, namely, providing information, advice, and access to technology to registered investment advisers, investment adviser representatives, financial advisors, clients and others who provide investment-related financial services to clients
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.