U.S. federal trademark · Serial No. 88792133 · Reg. No. 6140922
Providing temporary use of on-line non-downloadable software for in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.