U.S. federal trademark · Serial No. 99048728
Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for financial planning and financial advice; Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.