THE FREEDOM TO GROW YOUR BUSINESS
Educational services in the field of training in the use and implementation of investment strategy management and software…
Owned by: Tamarac, Inc.
Serial Number: 77491751
ADVISOR CRM
Filed: September 17, 2009
Application service provider featuring software for use in financial account balancing and monitoring in the field of investments…
Owned by: Tamarac, Inc.
Serial Number: 77828710
ADVISORSERVICES
Filed: September 17, 2009
Financial services, namely, management of third-party financial and/or investment portfolios on behalf of financial advisors…
Owned by: Tamarac, Inc.
Serial Number: 77828721
TAS
Filed: September 17, 2009
Financial services, namely management of third-party financial and/or investment portfolios on behalf of investment advisors…
Owned by: Tamarac, Inc.
Serial Number: 77828731
THE GIFT OF TIME
Filed: January 27, 2010
Application service provider featuring software for use in financial investment account rebalancing and monitoring in the…
Owned by: Tamarac, Inc.
Serial Number: 77921761
ADVISOR REBALANCING
Filed: June 14, 2010
Application service provider featuring software for use in financial account balancing and monitoring in the field of investments…
Owned by: Tamarac, Inc.
Serial Number: 85062467
TAMARAC REPORTING
Filed: January 18, 2018
Application service provider featuring software for use in portfolio management, financial account balancing and monitoring…
Owned by: Tamarac, Inc.
Serial Number: 87760663
TAMARAC CRM
Filed: January 18, 2018
Application service provider featuring software for use in portfolio management, financial account balancing and monitoring…
Owned by: Tamarac, Inc.
Serial Number: 87760679
TAMARAC TRADING
Filed: January 18, 2018
Application service provider featuring software for use in portfolio management, financial account balancing and monitoring…
Owned by: Tamarac, Inc.
Serial Number: 87760688
WEALTHVIEW
Downloadable software application enabling users to view investment status in real-time and interact cooperatively with…
Owned by: Tamarac, Inc.
Serial Number: 87787018
PORTFOLIOCENTER CLOUD
Filed: January 13, 2020
Providing temporary use of online non-downloadable cloud-based software used for portfolio accounting, client reporting,…
Owned by: Tamarac, Inc.
Serial Number: 88757275
ADVISOR CRM
Filed: January 13, 2020
Application service provider featuring software for use in financial account balancing and monitoring in the field of investments…
Owned by: Tamarac, Inc.
Serial Number: 88757293
