U.S. federal trademark · Serial No. 90553983 · Reg. No. 6733234
Software as a service (SaaS) featuring software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; software as a service (SaaS) featuring software for use as a portfolio rebalance and optimization system
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.