U.S. federal trademark · Serial No. 50048327
Software as a service (SaaS) featuring software platforms for fund administration, fund accounting, investor management, investor onboarding, treasury management, financial reporting, loan servicing, and waterfall and fee calculations in the field of investment funds; providing an online, non-downloadable software platform for managing fund operations, investor data, investor reporting, compliance processes, and document management for asset managers; providing an online investor portal featuring non-downloadable software for accessing fund data, financial reporting, and investor communications in the field of investment funds.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.