U.S. federal trademark · Serial No. 88936277 · Reg. No. 6489172
Software as a service (SaaS) featuring software used for financial and investment portfolio construction and management, data and document management, aggregation, analysis, modeling, trading, risk, compliance, reconciliation, billing, performance, and reporting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.