U.S. federal trademark · Serial No. 85933211 · Reg. No. 4458852
Application service provider (ASP) featuring software for use in the field of financial services, namely hosting and serving computer software used to collect, aggregate, clean, and reconcile financial data from multiple sources to facilitate management, risk management, client and account account onboarding, sales practice reviews, reporting and regulatory compliance processes, review, analysis, mining and reporting of financial data and of client investment and other financial holdings and transactions, customer account tracking, commission consolidation, calculation, settlement, collection and reporting, suitability and principal review and surveillance, and on-demand, customized reporting
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