U.S. federal trademark · Serial No. 98361780 · Reg. No. 8413780
Software as a service (SAAS) services featuring software using artificial intelligence and machine learning for creating data, organizing data, collaborating with data, managing data, analyzing data, compiling information, generating reports, identifying and completing tasks, task management, and task automation in the fields of investment management, wealth management, financial asset management, client management, portfolio management, portfolio accounting, trade order management, investment research, and regulatory compliance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.