U.S. federal trademark · Serial No. 87318548 · Reg. No. 5548283
Providing a website featuring technology and software that allows for alternative fund products or other platform specific products to the financial industry to be transacted on and distributed/marketed through a proprietary technology platform; midstream technology services, namely, providing a data driven, cloud-based, interactive web-site, platform as a service (PAAS) and software as a service (SAAS) featuring computer software that provides integration optionality with content databases of CRM-based web sites and organizations within the financial services industry, specifically but not holistically, custodians, DTCC, transfer agents/administrators, portfolio reporting software, fund prime brokers, and third-party reporting firms; automated digitization of transactional documents related to the investment funds and investment firms, to be executed and distributed among financial institutions involved in each transaction
Providing reporting information for fund managers and investors, namely, information in the field of investment performance in the financial industry related to platform-specific alternative products; providing API-based transfers, namely, electronic funds transfer; providing financial information in the field of general market trends or news in the field of finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.