U.S. federal trademark · Serial No. 98659918
Providing on-line, non-downloadable, interactive software for use in assisting financial advisors with client lead management, relationship management, and portfolio management, specifically by providing information about performance reporting, planning, data aggregation, and business intelligence, all in the fields of life insurance, annuities, and investment.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.