U.S. federal trademark · Serial No. 99738313
Application service provider featuring application programming interface (API) software for allowing data retrieval, upload, access and management; Searching and retrieving information, sites, and other resources available on computer networks for others; Providing temporary use of on-line non-downloadable wealth management software and applications for reporting, planning, analysis, and discussion of investments, taxes and related financial information for use by professional financial advisors; Software as a service (SAAS) services featuring wealth management software for reporting, planning, analysis, and discussion of investments, taxes and related financial information for use by professional financial advisors;
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.