U.S. federal trademark · Serial No. 88128720 · Reg. No. 6273246
software as a service (SaaS) services used to assist financial planners in providing financial advice featuring software that provides account aggregation, third party account integrations, a personalized investor portal with a global view of the investor's comprehensive financial profile, and compliance and data analytics services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.