U.S. federal trademark · Serial No. 76392768
Computerized database management for others; Preparation of customer account business reports for others; Data processing services for others; Business information management in the fields of financial portfolio management and investment advice; Computerized database management in the fields of financial portfolio management and investment advice
Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments
Hosting of digital content for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.