U.S. federal trademark · Serial No. 98655389 · Reg. No. 7873896
software as a service (SAAS) featuring software using artificial intelligence and robotic process automation for orchestrating business workflows and customer relations management for brokerages, registered investment advisors, and financial technology (fintech) companies and their clients; Software as a service (SAAS) featuring software using artificial intelligence for use by brokerages, registered investment advisors, and financial technology (fintech) companies, and their clients, for financial analysis, financial asset management, financial forecasting, financial investment analysis, stock research, financial investment brokerage, financial investment counseling, financial market data, financial market analysis, and business intelligence; all the aforementioned services not for software solutions for law professionals, tax consultants, and/or business consultants and auditors
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