associated with 18 other trademarks
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracki...

Words that describe this trademark:

wealth management financial  financial portfolio analysis  portfolio analysis  software saas  analysis management  management investment  management financial  featuring  software  saas 

Serial Number:

88062520

Mark:

Status:

Registered

Status Date:

06-11-2019

Filing Date:

Registration Number:

5773379

Registration Date:

06-11-2019

Goods and Services:

Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management

Mark Description:

The mark consists of the design of an incomplete circle comprised of four shaded sections in varying lengths with the design of a shaded inverted pie piece inserted into the top center all within a shaded circle border.

Class:

Scientific and technological services

Type of Mark:

Servicemark

Published for Opposition Date:

03-26-2019

Mark Drawing Status:

Design Only

Abandon Date:

N/A

Business Name:

8210 SOUTHPARK TERRACE

Recent Trademark filings by this company