U.S. federal trademark · Serial No. 98786381 · Reg. No. 8306681
Software as a service (SaaS) featuring software for portfolio and data management for use by financial advisors and wealth managers; Software as a service (SaaS) featuring software for assisting financial advisors and wealth managers with client relationship management, investment management, document management, investment reporting, aggregation, portfolio analytics, business intelligence, financial planning and accounting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.