U.S. federal trademark · Serial No. 97797962 · Reg. No. 7977075
Providing on-line non-downloadable software, and subscription-based temporary use of non-downloadable cloud-based software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing; Software as a service (SAAS) services featuring software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.