U.S. federal trademark · Serial No. 78475521 · Reg. No. 3083737
Providing temporary use of online non-downloadable software for use by members of the financial service industry to identify appropriate types and quantities of securities and other investment vehicles to be included in their clients' investment portfolios, based on the clients' risk tolerance and financial goals wherein the user inputs information about investment goals and the software, utilizing an investment database, calculates appropriate investments and provides said data to the user
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