U.S. federal trademark · Serial No. 88841349
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, reconciliation of records between multiple sources of data or transactions, fund accounting for investment funds, analytics and reporting on the investment portfolio of customers and users, tax estimates and tax schedules, national and state security regulatory filings and data preparation, all for use in the investment management industry
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