U.S. federal trademark · Serial No. 97802047 · Reg. No. 7431780
Providing temporary use of a web-based software application for assisting financial advisors in providing investment management and financial advice and services to their clients; providing temporary use of a web-based software application for financial advisers to assist with client relationship management, financial planning, client reporting, portfolio valuation and provision of advisor-led automated advice
Financial information and consultancy services; provision of financial services, namely, microfinance lending services, broker/dealer services on securities exchanges and over-the-counter markets, wealth management services online from a computer database or the Internet; information and advisory services in the field of finance; consultancy and provision of information relating to financial services
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