U.S. federal trademark · Serial No. 86700958 · Reg. No. 5167239
Providing a website featuring proprietary technology that enables users to access and conduct transactions related to alternative investment fund products and allows alternative investment firms, managers, and funds to interact and transact with all investors in those funds, firms, and managers; Providing a website featuring proprietary technology that enables users to perform electronic investment transactions via a global computer network; Providing a website featuring proprietary technology that provides users a streamlined process, represented as a transaction "button", to perform an investment transaction via a global computer network; Software as a service (SAAS) services featuring proprietary software that provides integration optionality with content databases of CRM-based web sites and organizations within the financial services industry, namely, custodians, DTCC, transfer agents and administrators, portfolio reporting software, fund prime brokers, and third-party reporting firms; Platform as a service (PAAS), featuring proprietary computer software platforms for providing integration optionality with content databases of CRM-based web sites and organizations within the financial services industry, namely, custodians, DTCC, transfer agents and administrators, portfolio reporting software, fund prime brokers, and third-party reporting firms
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; Clearing and reconciling financial transactions via a global computer network, namely, providing API-based transfers and reconciliations of data and documents and other critical information related to fund transactions between the providers of the product and the investors in the product; providing financial information including in the field of general market trends and 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.