U.S. federal trademark · Serial No. 87201863
Providing online investment tools, namely, the temporary use of online non-downloadable software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; providing online website customization tools, namely, the temporary use of online non-downloadable software for use by investment advisors in the field of financial management; providing a website that gives investment advisors the ability to create web pages featuring user-defined profiles in the field of financial information
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