U.S. federal trademark · Serial No. 77589385 · Reg. No. 3660338
Computer software for use by financial professionals for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for the management and storage of client-specific financial information, including online documents, emails and meeting notes, that operates with either a customer relationship management (CRM) system or contact management system, either of which is comprised of computer software for tracking personal contact information and managing communications with customers and potential customers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.