U.S. federal trademark · Serial No. 76261138
downloadable software and computer software for use in financial portfolio accounting, securities trade order management, automated client communications management, reporting of investment performance, and reporting of client account information, for use by investment advisors
Computer services, namely, consultation regarding website development; computer services, namely, providing content for web sites for others; computer services, namely, technical support services provided online and in person
Educational services, namely, providing training for investment advisors in the fields of client communications and management and electronic commerce
Data management services for others; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, and investment strategy, development, and monitoring
Providing online support services for investment professionals, namely, financial portfolio accounting, securities trade order management, automated client communications management, reporting of investment performance, and online reporting of client account information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.