U.S. federal trademark · Serial No. 77835709 · Reg. No. 3887656
Providing on-line non-downloadable software for account aggregation and planning in the field of wealth management; Providing temporary use of a web-based software application for account aggregation and planning in the field of wealth management; Providing temporary use of on-line non-downloadable software for account aggregation and planning in the field of wealth management; Software as a service (SAAS) services featuring software in the field of account aggregation and planning in the field of wealth management
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