U.S. federal trademark · Serial No. 98924233
Software as a service (SAAS) services featuring software for providing accounting, tax preparation, audit preparation, execution, and compliance reporting support and recordkeeping, financial performance reporting and data analytics for digital asset transactions, managing and verifying and reconciling financial transactions, and management of data for use by financial advisors, fund managers, investors and other users in the alternative investment industry; Software as a service (SAAS) services featuring software for online software solution and managed services, namely, providing temporary use of on-line non-downloadable software for investment accounting for digital assets, including transaction recording, valuation, reconciliation, and financial reporting, reconciliation of records between multiple sources of data or transactions, fund accounting for investment funds, analytics for digital asset portfolios, including performance measurement, and dashboard reporting; and reporting on the investment portfolio of customers and users, tax estimates and tax schedules, national and state security regulatory filings support and data preparation, all for use in the investment management industry for the funds that trade or invest in digital assets or cryptocurrencies.
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