U.S. federal trademark · Serial No. 97532356 · Reg. No. 7162866
Software as a service (saas) featuring software for accounting, billing, investment portfolio management, document management, cashflow management, tax management and planning, and investment performance reporting in the field of finance and investment analysis; IT integration services in the field of finance and investment analysis; platform as a service (paas) featuring computer software platforms for accounting, billing, investment portfolio management, document management, cashflow management, tax management and planning, and investment performance reporting for use in the field of finance and investment analysis; all the foregoing relating to a subscription-based financial portfolio reporting solution, and excluding the provision of credit card, debit card, electronic payment processing, and electronic funds transfer services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.