U.S. federal trademark · Serial No. 98875478 · Reg. No. 8327626
Software as a service (SAAS) services featuring software for financial advisors for the purposes of managing client data, obtaining new clients, creating financial strategies, forecasting future cash flows, creating strategies for tax optimization, analyzing life insurance needs, and forecasting scenarios that may affect client portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.