U.S. federal trademark · Serial No. 99477766
Software as a service (SAAS) services featuring software for entering and maintaining accounting records, general ledgers, balance sheets, accounts payable, and accounts receivable, and facilitating treasury functions related to capital call management, bill payments, and cash flow optimization for family offices, private banks, and private funds; Software as a service (SAAS) services featuring software for financial modeling, financial portfolio reporting, financial scenario planning, accounting, and analyzing and tracking financial transactions for family offices, private banks, and private funds; Software as a service (SAAS) services featuring software for financial management of trusts, private funds, and legal arrangements created for the purpose of managing investment assets.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.