U.S. federal trademark · Serial No. 88383261 · Reg. No. 6201268
On-line non-downloadable software for use by financial advisors for analyzing and assessing investors' risk tolerance, financial goals and objectives and creating, formulating and providing matching personalized asset allocation analysis, personalized income plans and investment portfolio advice and proposals; temporary use of on-line non-downloadable computer software, web-based software applications, platform as a service (PAAS) featuring computer software platforms for use by financial advisors for analyzing and assessing investors' risk tolerance, financial goals and objectives and creating, formulating and providing matching personalized asset allocation analysis, personalized income plans and investment portfolio advice and proposals; software as a service (SAAS) featuring software for use by financial advisors for analyzing and assessing investors' risk tolerance, financial goals and objectives and creating, formulating and providing matching personalized asset allocation analysis, personalized income plans and investment portfolio advice and proposals
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