U.S. federal trademark · Serial No. 86174426 · Reg. No. 5041547
An integrated technology suite of tools comprised of non-downloadable software used for client engagement, tech support, investment and portfolio management, financial planning, practice productivity and performance, and knowledge and insights, namely, software for performing brokerage transactions, financial plan creation, client meeting and contact management and financial market analysis downloadable through multiple channels including online, through a network, from a cloud solution, or downloaded onto a device
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