U.S. federal trademark · Serial No. 78526984 · Reg. No. 3353316
Computer software in the field of financial planning for automated order entry, portfolio management, portfolio accounting, proposal generation, prospect management, portfolio performance measurement, and access to real-time market data by banks and brokerages and independent financial advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.