U.S. federal trademark · Serial No. 85420168 · Reg. No. 4212739
Software as a service (SAAS) services, namely, hosting software for use by others to create and manage interactive custom portals for financial advisors and their clients with content management capabilities supporting security, regulatory compliance, and integration with financial advisor's portfolio accounting systems to provide electronic delivery of statements and interactive reports and charts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.