U.S. federal trademark · Serial No. 98366243
Financial record-keeping for investors and investment managers regarding investment portfolios in the field of trade processing, settlement, reconciliation, and pricing; all of the foregoing provided to asset managers and investment advisors
Installation, maintenance and repair of computer hardware; IT consulting services relating to installation, maintenance and repair of computer hardware
Regulatory compliance consulting in the field of investment management; Regulatory compliance consulting through advice on the development and implementation of internal controls for regulatory compliance purposes in the field of investment management
Financial portfolio analysis services, namely, calculating the weight or number of portfolio holdings necessary to bring a portfolio into alignment with an approved model; Financial administration of investment portfolios; all of the foregoing provided to asset managers and investment advisors
Providing online, non-downloadable software to be used by investment advisors and asset managers for investment portfolio management, investment risk management, investment model development and delivery, and investment portfolio accounting; Computer software design and development; Installation, maintenance and repair of computer software; IT consulting services relating to installation, maintenance and repair of computer software; Technology consulting in the field of cybersecurity; all of the foregoing provided to asset managers and investment advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.