U.S. federal trademark · Serial No. 85327740 · Reg. No. 4079973
Providing on-line non-downloadable software and providing Internet accessible software application platforms for use by investment managers for establishing and managing investment and/or trust accounts, namely account creation, asset management, investment portfolio management, investment portfolio rebalancing, securities trading and trade order management, tax lot asset accounting, principal and income cash trust accounting, trust statement reporting, investment performance reporting, client reporting, regulatory reporting, funds transfer and distribution management, client relationship management and data and functional interfaces and integration with external third party applications
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.