U.S. federal trademark · Serial No. 86887004 · Reg. No. 5409913
Computer platform as a service featuring online non-downloadable computer software for use in providing a single centralized dashboard for investment advisors to manage their practices using workflows and monitor key performance indicators from multiple sources, and providing a single portal for clients to effectively manage their personal financial information curated from a variety of sources
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.