U.S. federal trademark · Serial No. 86250266 · Reg. No. 4644701
Web and mobile wealth management technology computer software platform for use on laptops, desktop computers, mobile phones, tablets for workflow integration, directed to financial services professionals, institutions and their clients; software for integrating client relation management, financial planning, securities trades, investment portfolio rebalancing, financial account activity and holdings, analytics and forecasting statistics, and data storage thereof; software for revenue analysis, client communication, business development; computer software for providing financial alert messaging
Consulting services in the field of Information technology directed to financial services professionals, institutions and their clients; software development and design of websites and mobile applications for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.