U.S. federal trademark · Serial No. 99747072 · Reg. No. 8484642
Software as a service (SAAS) services featuring software for services featuring non-downloadable software for use by financial advisors, portfolio managers, and institutional investors in financial portfolio construction and management, investment strategy selection, trade order management, tax-lot accounting, portfolio rebalancing, multi-custodial trade execution, and generation of portfolio performance and compliance reports, all delivered through a unified managed account (UMA) platform integrating advisor and client interfaces and trading systems.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.