U.S. federal trademark · Serial No. 86107795 · Reg. No. 4822746
Financial portfolio analysis and management; valuation of financial portfolios and of assets included in financial portfolios; calculating and disseminating financial margin requirement information for single and multi-asset class financial portfolios; financial portfolio analysis, namely, calculating financial market volatility across financial portfolio assets; coordination of a financial portfolio's maintenance, trading, and rebalancing; disseminating real time and historic financial news and information relating to assets included in a financial portfolio; monitoring and tracking global financial markets, price indices, currencies, commodities, futures, derivatives, securities, shares, stocks, and options; financial investment services; providing web-based portfolio analysis and management services that are accessible via a remote computer terminal or a mobile communication device
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