U.S. federal trademark · Serial No. 77133559 · Reg. No. 3347545
Application service provider (ASP) featuring software in the field of of financial services, namely hosting and serving computer software used to collect, aggregate, clean, and reconcile financial data from multiple sources to facilitate risk management, 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; Data warehousing
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