U.S. federal trademark · Serial No. 99549334
Software as a service (SaaS) featuring a software platform utilizing artificial intelligence in the fields of financial investment operations, financial data analysis, financial report generation, investment portfolio reconciliation, investment portfolio rebalancing, investment portfolio analysis, tax-loss harvesting, assisting with system integration, enabling cross-platform interoperability, and assisting with data migration.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.