U.S. federal trademark · Serial No. 86397313 · Reg. No. 4778963
Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by the financial industry, namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.