U.S. federal trademark · Serial No. 79184122 · Reg. No. 5130874
Management of financial affairs; advisory services relating to financial risk management; advisory services relating to financial matters; advisory services relating to financial planning; collection of financial information in the nature of financial research; computerized financial services, namely, providing information and advice regarding financial planning, investment management and insurance; consultation services relating to financial matters; financial advisory services; financial asset management; financial fund management; financial information services; financial investment advisory services; financial investment management services; financial market information services; financial modelling services; financial planning; financial portfolio management; management of financial assets; monitoring of financial portfolios; providing financial information via a web site; provision of financial information; provision of information relating to financial services; financial risk management; financial risk management consultancy
Computer software for storing, managing, tracking, analyzing and reporting data as applied to customer information, customer relationship management, employee information, employee management, business management, financial reporting, marketing, business operations and sales
Software as a service featuring software for use in customer relationship management and business administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.