U.S. federal trademark · Serial No. 78384666 · Reg. No. 3107704
Computer software for use in the field of investment management, namely computer software for investment portfolio management and accounting, for creating and maintaining databases of information relating to customers, suppliers and other business contacts, for automated investment transaction order entry and for storing, organizing, retrieving and reporting information relating to investment portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.