U.S. federal trademark · Serial No. 99190298
Providing a web hosting platform for financial advisors for cash flow analysis, portfolio performance reporting, financial risk assessment, trading and rebalancing portfolios; Providing online non-downloadable computer software platforms for financial advisors for cash flow analysis, portfolio performance reporting, financial risk assessment, trading and rebalancing portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.