U.S. federal trademark · Serial No. 86921548 · Reg. No. 5115976
Software as a service (SAAS) services featuring software for financial advisors, insurance and tax professionals, accountants, estate planners, wealth managers, and other financial professionals, real estate agents, mortgage brokers, attorneys, and medical professionals, to develop, deploy, organize, and execute marketing campaigns and programs to attract prospects and clients
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.