U.S. federal trademark · Serial No. 77881460 · Reg. No. TMA826
Computer software for the financial services industry, namely, for use in contact management, fee calculation, client reporting, management reporting, financial modeling, loan management, electronic data reconciliation, payment processing, expense tracking, sales force management, financial portfolio management, asset value calculation, electronic funds transfer, and sharing equity research
Software development, namely, developing and customizing software applications and websites for the financial services industry; customer support services, namely, troubleshooting of computer software problems and assisting customers in the use of computer software for the financial services industry; Computer software consulting for the financial services industry; Consulting in the field of web site development for the financial services industry
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.