U.S. federal trademark · Serial No. 99864866
Downloadable computer software using artificial intelligence (AI) for financial data analysis, portfolio management, investment management, risk assessment, financial reporting, workflow automation, and client relationship management for use by banks, hedge funds, broker-dealers, registered investment advisors (RIAs), and financial services firms;
Software as a service (SAAS) services, namely, hosting software for use by others for financial data analysis, portfolio management, investment management, risk assessment, financial reporting, workflow automation, and client relationship management for use by banks, hedge funds, broker-dealers, registered investment advisors (RIAs), and other financial services firms; Providing temporary use of non-downloadable cloud-based software for managing financial operations, investment strategies, compliance, analytics, reporting, and business intelligence in the financial services industry; Providing online non-downloadable computer software platforms for aggregating, analyzing, visualizing, and managing financial and investment data.; Platform as a service (PAAS) services featuring software platforms for the transmission of financial data analysis, portfolio management, investment management, risk assessment, financial reporting, workflow automation, and client relationship management for use by banks, hedge funds, broker-dealers, registered investment advisors (RIAs), and other financial services firms
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.