U.S. federal trademark · Serial No. 86940356 · Reg. No. 5168630
Platform as a service (PAAS) featuring computer software platforms for providing financial services, namely, provision of an integrated and configurable software platform for use by institutional clients to deliver automated personal financial advice, including holistic portfolio tracking, planning, savings advice, and portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.