U.S. federal trademark · Serial No. 87201870 · Reg. No. 5434994
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
Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; regulatory compliance consulting in the field of investment planning and wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.