U.S. federal trademark · Serial No. 98606264 · Reg. No. 7831875
Customizing computer software; consultation services relating to computer software in the field of financial planning, wealth management, and retirement planning; providing online non-downloadable computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface, produces financial models, and assesses, reads, and tracks information in the field of financial planning, wealth management, and retirement planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.