U.S. federal trademark · Serial No. 76514467
Portfolio accounting services
Financial services in the nature of middle and back office services provided to global investors, namely cash and securities trade routing and support services, transaction reconciliation services, financial product custody services, and client reporting in the nature of periodic statements regarding client financial portfolios and reports regarding cash and securities investment performance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.