POWERING THE ADVISOR-CLIENT JOURNEY
Mark Identification

POWERING THE ADVISOR-CLIENT JOURNEY

Serial Number

90226945

Filing Date

Sep 30, 2020

Registration Date

Jun 22, 2021

Trademark by

ORION ADVISOR TECHNOLOGY LLC

Active Trademark

Classification Information

Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

Advertising and Business

Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance and advisory billing features

Computer and Scientific