U.S. federal trademark · Serial No. 99153082 · Reg. No. 8114711
Platform as a service (PAAS) featuring computer software platforms for financial planning professionals to track, monitor, and manage investment portfolios; Platform as a service (PAAS) featuring computer software platforms for investment portfolio selection, construction, monitoring, reporting, and management; Platform as a service (PAAS) featuring computer software platforms for managing investments; Platform as a service (PAAS) featuring computer software platforms for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, and investment performance measurement; Platform as a service (PAAS) featuring computer software platforms for providing information, analysis, management and administration services in the field of investments
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