U.S. federal trademark · Serial No. 99094427
Providing a web site featuring technology that enables users to aggregate, warehouse, and illustrate accounting and allocation information, view and edit financial investment dashboards, retrieve documents related to their investments, and administer investment portfolios; Providing temporary use of on-line non-downloadable software for users to aggregate, warehouse and illustrate accounting and allocation information, view and edit financial investment dashboards, retrieve documents related to their investments, and administer investment portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.