U.S. federal trademark · Serial No. 86409385 · Reg. No. 4905895
Computer software in the fields of wealth management, financial planning, financial accounting tools, estate planning, gift planning, retirement planning, real estate management, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy, namely, software for ensuring and maintaining the continued operation of archival, embedded, and historical programs and data retention
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.