U.S. federal trademark · Serial No. 85247312 · Reg. No. 4152646
Computer software for providing an on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and reports; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for financial planning, portfolio construction, investment selection, investment monitoring, and investment reporting functions; Computer software for selecting, analyzing, and monitoring investment products that may be downloaded from a global computer network; Computer software platforms for financial planners, investment advisors, accountants, attorneys, private bankers, insurance agents, investment brokers, and trust officers necessary to fulfill financial planning, investment selection, portfolio building, investment analysis, investment monitoring, and investment reporting functions
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.