U.S. federal trademark · Serial No. 99092178
Providing registered investment advisors with on-line non-downloadable software for manual and automated portfolio rebalancing, customer account opening, sub-advising being financial portfolio management, direct indexing of financial assets, data aggregation, customer relationship management, appointment scheduling tools, financial clearing, transferring custody of digital assets, account interfacing, investment model selection, investment model evaluation, trading of securities, fee billing management, and client prospecting in the nature of identifying and engaging potential customers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.