U.S. federal trademark · Serial No. 86791908 · Reg. No. 5112112
Financial services, namely, providing financial information to financial advisors over computer networks and global communication networks
Software as a service (SAAS) services featuring software for software for portfolio accounting, billing, aggregation, performance reporting, and client management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.