Trademark Overview
On Thursday, October 16, 2025, a trademark application was filed for ADVISORENGINE PORTFOLIO SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the ADVISORENGINE PORTFOLIO SOLUTIONS trademark a serial number of 99446068. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, October 16, 2025. This trademark is owned by AdvisorEngine Inc.. The ADVISORENGINE PORTFOLIO SOLUTIONS trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Investment management; investment portfolio analysis; investment due diligence; financial services in the nature of investment portfolio construction
Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software for financial planning professionals that provides marketing support and client management tools for financial planning professionals; Platform as a service (PAAS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; Providing temporary use of on-line non-downloadable software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business dat...
