U.S. federal trademark · Serial No. 97254214 · Reg. No. 7198830
Platform as a service (PAAS) featuring computer software platforms for financial centers to manage their business and the business conducted in connection with each financial center, namely, platforms to view business summaries of their independent financial professionals, to generate reports by product or by employer group, to review sales and rollover reports, to track goals, track new client activity
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