U.S. federal trademark · Serial No. 98571312 · Reg. No. 7712121
Software as a service (SaaS) featuring software for automating mundane advisory tasks in order to simplify, synchronize, and streamline core systems for financial professions to expand their client base, optimize their workflow, and enhance their market presence; Software as a service featuring software for providing solutions for eliminating tech stack fatigue and enabling users to turn new clients into raving fans, namely software for streamlining the tech stack by consolidating functions into fewer applications
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.