U.S. federal trademark · Serial No. 85039147
Investment advisory and management services, namely, providing financial investment information and investment advice to registered investment advisers, investment adviser representatives, financial advisors, clients, and others who provide investment-related financial services to clients
Software as a service (SAAS) services, namely, cloud application services, cloud information services, and cloud business process services, featuring temporary use of online non-downloadable software for registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services, for use in conducting and managing the day-to-day aspects of their businesses, namely, software for use in client relationship management, including client billing, investment portfolio rebalancing, account reconciliation, and investment portfolio management, marketing and sales support, including tracking and managing marketing and sales activities, financial planning, proposal generation, investment portfolio construction and account reporting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.