U.S. federal trademark · Serial No. 77498475
Computer software for middle and back office support functions, namely, computer software for use in opening and maintenance of financial/investment accounts, document imaging and archival, workflow management, financial portfolio creation, creation of financial models, account maintenance, account tax and restriction management, and blocking and executing automated trades, for use by the financial and investment industries, particularly, by managed account asset managers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.