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FULLBOR

99872070 | Trademark Cite Docket

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Filed June 8, 2026

Serial No. 99872070

Class providing software services featuring software for financial investment and portfolio tracking and analytics, and CRM with asset managers; providing software services featuring software for simultaneously keeping an accounting book of record, Investment book of record, and performance book of record for investments; providing software services featuring software for tracking the analysis and research of potential new asset managers; providing software services featuring artificial intelligence software agents which improve workflow and automate tasks related to managing data for the accounting book of record, Investment book of record, and performance book of record of institutional investors and their analysis and research of new asset managers; 100; 101

Case Type Service mark

Status New application awaiting assignment to an examining attorney. <a href="https://www.uspto.gov/dashboard/trademarks/application-timeline.html">See current trademark processing wait times </a> for more information.

Last Updated: 3 days, 19 hours ago

Filing Date	#	Docket Text
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99872070 | Trademark Cite Docket

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