U.S. federal trademark · Serial No. 87061116 · Reg. No. 5128000
Downloadable mobile applications for use in customer relationship management (CRM), investor relationship management, and client reporting; Downloadable mobile applications for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management
Providing temporary use of non-downloadable software for use in customer relationship management (CRM), investor relationship management, and client reporting; Providing temporary use of non-downloadable software for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management; Providing temporary use of non-downloadable software for client reporting, including client reporting and communication through use of a secure web portal; Providing temporary use of non-downloadable computer software for web site development
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.