U.S. federal trademark · Serial No. 78604385 · Reg. No. 3146852
Providing online non-downloadable software that enables financial advisors in the investment and insurance business to be able to fill out forms online, submit new client applications electronically, maintain a contact database, and update existing client information, segment data for mailing and marketing opportunities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.