U.S. federal trademark · Serial No. 98886909 · Reg. No. 8074087
Providing temporary use of on-line non-downloadable software and applications for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention; Software as a service (SAAS) services, namely, hosting software for use by others for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention; Platform as a service (PAAS) featuring computer software platforms for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention; all of the foregoing services in the retirement field
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.