U.S. federal trademark · Serial No. 86252331 · Reg. No. 4648647
Computer software for use in customer relationship management (CRM) and customer tracking; database management software for use in managing customer relationships; database management software for use in the investment management industry, contact management, activity management, calendar management, business to business relationships and managing business opportunities; computer software for use in generating reports and in workflow management; computer software for creating mass email and mailings, for interacting with other email, contact and calendar software; computer software for use in the investment management industry to interface with accounting and administrative systems; computer software for use in the financial management industry for use in complying with government regulations and audits, industry standards and due diligence documentation; computer software for use by financial management firms in providing consulting services and intermediary relationships services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.