U.S. federal trademark · Serial No. 87465281 · Reg. No. 5364584
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, investment portfolio management, partnership and shareholder accounting, investment portfolio management, and investor relationship 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; Providing temporary use of non-downloadable software for use in accounting in the institutional investment industry
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; Downloadable computer software for use in accounting in the institutional investment industry; Downloadable computer software for investment portfolio research and analysis, investment portfolio accounting, partnership and shareholder accounting, investment portfolio management, and investor relationship management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.