U.S. federal trademark · Serial No. 86282243 · Reg. No. 4698690
Computer software application for use in database management in the financial management service industry, aggregates data, aggregates multi custodians, performs straight through account opening process, deciphers data and normalizes data for use in database management to help ensure businesses are compliant with SEC, Securities and Exchange Commission, and FINRA, Financial Industry Regulatory Authority, regulations, utilized as a Client Relationship Management, CRM, system software overlay or a standalone product
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.