U.S. federal trademark · Serial No. 76392765
Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.