U.S. federal trademark · Serial No. 90216724 · Reg. No. 6301399
Software as a service (SAAS) services featuring software for data reporting and analysis for trust accounting and wealth management firms to track key performance indicators and identify anomalies and trends in account, operations, and profitability data
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.