U.S. federal trademark · Serial No. 77627433 · Reg. No. 4118882
Providing temporary use of on-line non-downloadable software for financial professionals for use in managing client accounts across multiple institutions through a web portal interface; Providing a website featuring on-line non-downloadable software that manages the user's financial information from a variety of financial institutions; Providing a website for financial professionals featuring on-line non-downloadable software that manages customer's financial accounts through performance reporting, operational workflow, and account aggregation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.