U.S. federal trademark · Serial No. 85493999 · Reg. No. 4235260
Software as a service (SAAS) services, namely, hosting software for use by others to create and manager interactive custom portals for financial advisors and their clients with content management capabilities supporting security, regulatory compliance, and integration with financial advisors' portfolio accounting system to provide electronic delivery of statements
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.