U.S. federal trademark · Serial No. 87020503
Computer programs for identifying a client's financial preferences for risk, time, loss, ambiguity and goals in relation to financial investment products and measuring the level of alignment between financial investment products and client preferences; Computer software for identifying a client's financial preferences for risk, time, loss, ambiguity and goals in relation to financial investment products and measuring the level of alignment between financial investment products and client preferences
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.