U.S. federal trademark · Serial No. 99322882
Financial advisory and consultancy services; Financial advisory services
Downloadable computer software for portfolio creation, analysis, optimization and visualization, used by financial professionals and institutions
Business management consulting and advisory services; Business advisory services, consultancy and information; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization
Software as a service (SAAS) services featuring software for portfolio analysis, financial data processing, and algorithmic modeling for institutional investors and financial advisors; Providing temporary use of on-line non-downloadable software for portfolio creation, analysis, optimization and visualization, used by financial professionals and institutions
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.