U.S. federal trademark · Serial No. 85366886 · Reg. No. 4444244
[ Educational services, namely, providing training for investment advisors in the fields of client communications, client management ]
Software application programming interfaces, development tools and platforms provided to third party financial services professionals and application software providers to allow for integration and communication between software utilized by investment advisors and software for investment account creation, investment portfolio management, data management, securities trade order management, client reporting, fund transfer, portfolio accounting and investment performance tracking
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.