Financial advice relating to tax; Financial portfolio management; Providing financial information; Investment management; Tax consulting services; Software as a service (SAAS) services featuring software for financial portfolio management; Software as a service (SAAS) services featuring software for tax analysis and management; Application service provider featuring application programming interface (API) software for financial portfolio management; Application service provider featuring application programming interface (API) software for tax analysis and management; Software as a service (SAAS) services featuring software for providing financial information, financial management, investment management services, tax management services and retirement planning; Application service provider featuring application programming interface (API) software for providing financial information, financial management, investment management services, tax management services and retirement planning; Software as a service (SAAS) services featuring software for use in providing advice and consultation to customers regarding tax analysis and management and financial portfolio management; Application service provider featuring application programming interface (API) software for use in providing advice and consultation to customers regarding tax analysis and management and financial portfolio management
Providing information regarding alternative investment offerings of equity or debt securities to financial intermediaries, financial advisors, and investors; Financial services, namely, facilitating financial transactions for securities via an online platform that connects issuers and their intermediaries with financial advisers and investors; Financial services, namely, conducting straight-through processing and data exchange for alternative investment transactions; Financial services, namely, raising equity capital for others; Collective investment trust services; Provision of an online marketplace for the buyers and sellers of alternative investment products; "ACCESS"; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to seamlessly inter-operate while managing and processing alternative investments workflow, data, documents, marketing, communications, and allocations; Providing a website featuring online non-downloadable software that gives financial intermediaries, financial advisors, investors, asset managers, and issuers the ability to configure web functionality featuring user-defined information relating to alternative investment opportunities; Providing a website featuring online non-downloadable software and applications for use in facilitating alternative investment transactions; Providing a website featuring online non-downloadable software and applications for use in obtaining electronic signatures for investment transactions; Providing a website featuring online non-downloadable software and applications for use in conducting straight-through processing and data exchange for alternative investment transactions; Providing temporary use of online, non-downloadable software and applications to allow financial intermediaries, financial advisors, and investors to participate in or obtain information about alternative investments directly or on behalf of others; Providing temporary use of online, non-downloadable software and applications for the purpose of managing investor and investment information relating to alternative investment transactions; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to complete onboarding documentation and to manage, store and track documentation; Providing temporary use of online, non-downloadable software and applications for the purpose of completing onboarding documentation and for managing, storing and tracking documentation; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to track the buying and selling of securities; Platform as a services (PAAS) featuring computer software platforms for transactions processing, namely, vendor workflow management and document routing, countersigning service subscriptions and communicating with internal and external stakeholders regarding transactions; Platform as a services (PAAS) featuring computer software platforms for tracking downloads of documentation, tracking subscription status, exporting CSV data for transactions and storing documentation
Downloadable application software for use on mobile devices for providing access to investment and financial information and services; Downloadable mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial management and investment management; Downloadable mobile applications for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Downloadable mobile applications for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Downloadable mobile applications for providing access to investment and financial information and services; Downloadable mobile applications for use in investment portfolio analysis; Downloadable mobile applications for managing investment portfolios;; Asset allocation services in the nature of financial asset management; Financial management services; Financial management in the nature of financial performance management; Financial information provided by electronic means; Financial portfolio management and analysis; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Providing financial information; Investment fund administration; Transfer agency services rendered to issuers of investment securities; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Providing investors with financial information; Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial and investment services, namely, financial information, financial management, investment and wealth management services for reporting and management of information; Providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of financial information and transactions; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments; Providing temporary use of online non-downloadable computer software for analyzing financial and investment information and for managing financial and investment information and portfolios; Providing temporary use of on-line non-downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Providing temporary use of on-line non-downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Software as a service featuring software for use in online accessing of market data, pricing data, market reports and analytics; Providing temporary use of on-line non-downloadable computer software for document management.
Computerized database management; Disaster recovery services, namely, business planning and business continuity consulting | Business technology software consultation services; Cloud computing featuring software for designing, implementing, managing and supporting business applications and processes; Computer compatibility services, namely, data mapping; computer technology consultation; computer hardware and software design; Computer disaster recovery planning; Computer network design for others and computer software design for the business applications of others; Computer network security consultancy; Computer programming and computer system analysis; Computer programming and maintenance of computer programs; Computer security consultancy in the field of scanning and penetration testing of computers and networks to assess information security vulnerability; Computer security service, namely, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities; Computer security services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials; Computer security threat analysis for protecting data; Computer services, namely, computer system administration for others; Computer services, namely, remote and on-site management of information technology (IT) systems; Computer services, namely, remote and on-site management of the software applications of others; Computer system design services; Computer systems analysis; Computer technical support services, namely, 24/7 service desk or help desk services for IT infrastructure, operating systems, database systems, and web applications; Computer technology support services, namely, help desk services; Consulting services in the design and implementation of computer-based information systems for businesses; Consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others; Computer services, namely, on-site management of information technology (IT) systems of others; Computer software consultation; Consulting in the field of configuration management for computer hardware and software; Consulting services in the field of hosting computer software applications; Consulting services in the field of providing online, non-downloadable software and applications; Customizing computer software; Cybersecurity services in the nature of restricting unauthorized access to computer systems; Data hosting services, namely, hosting of websites and cloud hosting provider services; Debugging computer software for others; Design of computer hardware, integrated circuits, communications hardware and software and computer networks for others; Development, updating and maintenance of software and databases; Development of customized software for others for use in risk assessment, information security, business analysis, audit and audit planning, and sales management; Development of security systems and contingency planning for information systems; Development of software for secure network operations; Email and messaging management services for others, namely, threat protection in the nature of computer virus protection services, monitoring of computer systems for detecting unauthorized access or data breach, and electronic storage of data and emails recorded in electronic media; Installation and maintenance of software in the field of business applications; Installation, maintenance and repair of computer software; Integration of computer systems and networks; Internet-based application service provider, namely, hosting, managing, developing, analyzing, and maintaining the code, applications, and software for web sites of others; IT consulting services relating to installation, maintenance and repair of computer software; IT integration services; Monitoring network systems to ensure proper functioning; Providing on-line non-downloadable computer software platform for managing enterprise IT-infrastructure; Providing on-line non-downloadable computer software platform for interconnecting different software applications utilizing a different operating system based on global computer network protocols; Periodic upgrading of computer software for others; Planning, design and management of information technology systems; Platform as a service (PAAS) featuring computer software platforms for business applications, namely, customer relationship management and database management; Professional computer services, namely, network analysis, LAN/WAN design, wireless engineering, virtualization and computer project management; Providing temporary use of non-downloadable cloud-based software for the detection of threats to computer networks; Providing temporary use of non-downloadable cloud-based software for monitoring, detecting, providing alerts for, blocking, removing and eliminating bots or other unauthorized programs or access; Providing temporary use of non-downloadable cloud-based software for monitoring of network traffic for security purposes, for purposes of preventing denial of service attacks on computer servers connected to the internet; Providing temporary use of non-downloadable cloud-based software for detecting login fraud, account takeover fraud, and web and data scraping; Software as a service (SAAS) services featuring information technology management and network security software for auditing, optimizing and managing information security policies for others; Software as a service (SAAS) featuring software for use in the analysis and protection of the security of email and network communications and data, cybersecurity, email management virus protection, email archiving, email continuity, email security and phishing and domain spoofing scams and attacks; Software as a Service (SAAS) featuring software for designing, implementing, managing and supporting business applications and processes; Computer software consulting services in the field of mobile, web, data and cloud computing; Technical support, namely, monitoring technological functions of computer network systems; Technical support services, namely, remote administration and management of in-house and hosted datacenter devices, databases and software applications; Technical support services, namely, troubleshooting in the nature of diagnosing computer hardware and software problems; Technical support services, namely, troubleshooting of computer software problems; Technology consultation in the field of cybersecurity; Technological consultation in the technology field of data center management and operations; Technological consultation in the technology field of systems engineering and cloud architecture; Technical consulting services in the fields of datacenter architecture, public and private cloud computing solutions, and evaluation and implementation of internet technology and services; ; Technical support services, namely, 24/7 monitoring of network systems, servers and web and database applications and notification of related events and alerts; Technical support services, namely, remote and on-site infrastructure management services for monitoring, administration and management of public and private cloud computing IT and application systems
Class 042: Computer technical support services, namely, 24/7 service desk or help desk services for IT infrastructure, operating systems, database systems, and web applications; IT consulting services relating to installation, maintenance and repair of computer software; IT integration services; Technical support services, namely, remote and on-site infrastructure management services for monitoring, administration and management of public and private cloud computing IT and application systems; Technology consultation in the field of cybersecurity
Downloadable application software for use on mobile devices for providing access to investment and financial information and services; Downloadable computer application software for mobile phones and handheld computers, namely, software that provides financial and investment management advice; Downloadable computer software and mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial management and investment management; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Downloadable computer software for accessing, processing, reporting, and management of trust account information over a global computer network; Downloadable computer software for providing access to investment and financial information and services; Downloadable computer software for providing information concerning securities transactions and holdings; Downloadable computer software for use in investment portfolio analysis; Downloadable computer software to be used in the employee benefit area for reporting, and management of information; Downloadable computer application software for managing investment portfolios | Asset allocation services in the nature of financial asset management; Financial advisory services in the nature of financial advisory and consultancy services; Financial analysis and financial consulting services in the nature of financial advice and consultancy services; Financial information and advisory services; Financial management services; Financial planning and investment advisory services; Financial planning services, namely, offering an integrated system providing fiscal assessment, evaluation, and monitoring; Financial portfolio management and analysis; Fixed income, mutual fund and equity trading services for others in the nature of electronic financial trading services; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Mutual fund brokerage; Mutual fund and securities investment services in the nature of mutual funds and capital investment and securities trading and investing services for others via the internet; Providing financial information; Providing financial information via a web site; Providing an interactive website featuring online financial advice and investment management services; Trust administration services in the nature of financial trust administration; Financial services, namely, wealth management services | Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial services, namely, financial information, financial management, investment management services, and retirement planning for reporting, and management of information; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; Providing temporary use of online non-downloadable interactive financial planning and investment software; Providing temporary use of online non-downloadable computer software for analyzing financial and investment information and for managing financial and investment information and portfolios; Providing temporary use of on-line non-downloadable Computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Providing temporary use of on-line non-downloadable Computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities
Asset allocation services in the nature of financial asset management; Financial advisory services in the nature of financial advisory and consultancy services; Financial analysis and financial consulting services in the nature of financial advice and consultancy services; Financial information and advisory services; Financial management services; Financial planning and investment advisory services; Financial planning services, namely, offering an integrated system providing fiscal assessment, evaluation, and monitoring; Financial portfolio management and analysis; Fixed income, mutual fund and equity trading services for others in the nature of electronic financial trading services; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Mutual fund brokerage; Mutual fund and securities investment services in the nature of mutual funds and capital investment and securities trading and investing services for others via the internet; Providing financial information; Providing financial information via a web site; Providing an interactive website featuring online financial advice and investment management services; Trust administration services in the nature of financial trust administration; Financial services, namely, wealth management services
Downloadable application software for use on mobile devices for providing access to investment and financial information and services; Downloadable computer application software for mobile phones and handheld computers, namely, software that provides financial and investment management advice; Downloadable computer software and mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial management and investment management; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Downloadable computer software for accessing, processing, reporting, and management of trust account information over a global computer network; Downloadable computer software for providing access to investment and financial information and services; Downloadable computer software for providing information concerning securities transactions and holdings; Downloadable computer software for use in investment portfolio analysis; Downloadable computer software to be used in the employee benefit area for reporting, and management of information; Downloadable computer application software for managing investment portfolios; Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial services, namely, financial information, financial management, investment management services, and retirement planning for reporting, and management of information; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; Providing temporary use of online non-downloadable interactive financial planning and investment software; Providing temporary use of online non-downloadable computer software for analyzing financial and investment information and for managing financial and investment information and portfolios; Providing temporary use of on-line non-downloadable Computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Providing temporary use of on-line non-downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities
Asset allocation services in the nature of financial asset management; Financial advisory services in the nature of financial advisory and consultancy services; Financial analysis and financial consulting services in the nature of financial advice and consultancy services; Financial information and advisory services; Financial management services; Financial planning and investment advisory services; Financial planning services, namely, offering an integrated system providing fiscal assessment, evaluation, and monitoring; Financial portfolio management and analysis; Fixed income, mutual fund and equity trading services for others in the nature of electronic financial trading services; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Mutual fund brokerage; Mutual fund and securities investment services in the nature of mutual funds and capital investment and securities trading and investing services for others via the internet; Providing financial information; Providing financial information via a web site; Providing an interactive website featuring online financial advice and investment management services; Trust administration services in the nature of financial trust administration; Financial services, namely, wealth management services | Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial services, namely, financial information, financial management, investment management services, and retirement planning for reporting, and management of information; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; Providing temporary use of online non-downloadable interactive financial planning and investment software; Providing temporary use of online non-downloadable computer software for analyzing financial and investment information and for managing financial and investment information and portfolios; Providing temporary use of on-line non-downloadable Computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Providing temporary use of on-line non-downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities
Downloadable application software for use on mobile devices for providing access to investment and financial information and services; Downloadable computer application software for mobile phones and handheld computers, namely, software that provides financial and investment management advice; Downloadable computer software and mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial management and investment management; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Downloadable computer software for accessing, processing, reporting, and management of trust account information over a global computer network; Downloadable computer software for providing access to investment and financial information and services; Downloadable computer software for providing information concerning securities transactions and holdings; Downloadable computer software for use in investment portfolio analysis; Downloadable computer software to be used in the employee benefit area for reporting, and management of information; Downloadable computer application software for managing investment portfolios
Providing a website featuring blogs and non-downloadable publications in the nature of articles in the fields of investment and financial information, business management, leadership, networking, career and workplace issues, time management, mindfulness, business education and training, and issues at the intersection of life and leadership; Entertainment services, namely, providing podcasts in the fields of investment and financial information, business management, leadership, networking, career and workplace issues, time management, mindfulness, business education and training, and issues at the intersection of life and leadership
Providing information regarding alternative investment offerings of equity or debt securities to financial intermediaries, financial advisors, and investors; Financial services, namely, facilitating financial transactions for securities via an online platform that connects issuers and their intermediaries with financial advisers and investors; Financial services, namely, conducting straight-through processing and data exchange for alternative investment transactions | Providing a website that gives financial intermediaries, financial advisors, investors, and issuers the ability to configure web functionality featuring user-defined information relating to alternative investment opportunities; Providing a website featuring non-downloadable software and applications for use in facilitating alternative investment transactions; Providing a website featuring non-downloadable software and applications for use in obtaining electronic signatures for investment transactions; Providing a website featuring non-downloadable software and applications for use in conducting straight-through processing and data exchange for alternative investment transactions; Temporary use of online, non-downloadable software and applications to allow financial intermediaries, financial advisors, and investors to participate in or obtain information about alternative investments directly or on behalf of others; Providing temporary use of online, non-downloadable software and applications for the purpose of managing investor and investment information relating to alternative investment transactions
Computer software for providing access to investment and financial information and services; application software for use on mobile devices for providing access to investment and financial information and services; Providing financial information; providing financial information via a web site; financial information and advisory services; financial planning and investment advisory services; advice relating to investments; investment management
Providing an Internet website portal in the field of trust accounting services | Providing an on-line, non-downloadable, Internet-based software for accessing, processing, reporting, and management of trust account information
PROVIDING A FULL RANGE OF FINANCIAL SERVICES, NAMELY FINANCIAL MANAGEMENT SERVICES, FINANCIAL ANALYSIS AND CONSULTATION SERVICES, MANAGEMENT OF ACCOUNTS AND INVESTMENTS, TRUST ADMINISTRATION SERVICES, MUTUAL FUND AND SECURITIES INVESTMENT SERVICES, INVESTMENT BROKERAGE SERVICES, ASSET ALLOCATION SERVICES, FINANCIAL ADVISORY SERVICES, FINANCIAL PORTFOLIO MANAGEMENT SERVICES, AND FINANCIAL PLANNING SERVICES
PROVIDING A FULL RANGE OF FINANCIAL SERVICES, NAMELY FINANCIAL MANAGEMENT SERVICES, FINANCIAL ANALYSIS AND CONSULTATION SERVICES, MANAGEMENT OF ACCOUNTS AND INVESTMENTS, TRUST ADMINISTRATION SERVICES, MUTUAL FUND AND SECURITIES INVESTMENT SERVICES, INVESTMENT BROKERAGE SERVICES, ASSET ALLOCATION SERVICES, FINANCIAL ADVISORY SERVICES, FINANCIAL PORTFOLIO MANAGEMENT SERVICES, AND FINANCIAL PLANNING SERVICES; "ADVISOR NETWORK"
PROVIDING A FULL RANGE OF FINANCIAL SERVICES, NAMELY FINANCIAL MANAGEMENT SERVICES, FINANCIAL ANALYSIS AND CONSULTATION SERVICES, MANAGEMENT OF ACCOUNTS AND INVESTMENTS, TRUST ADMINISTRATION SERVICES, MUTUAL FUND AND SECURITIES INVESTMENT SERVICES, INVESTMENT BROKERAGE SERVICES, ASSET ALLOCATION SERVICES, FINANCIAL ADVISORY SERVICES, FINANCIAL PORTFOLIO MANAGEMENT SERVICES, AND FINANCIAL PLANNING SERVICES; "ENTERPRISE NETWORK"
PROVIDING A FULL RANGE OF FINANCIAL SERVICES, NAMELY FINANCIAL MANAGEMENT SERVICES, FINANCIAL ANALYSIS AND CONSULTATION SERVICES, MANAGEMENT OF ACCOUNTS AND INVESTMENTS, TRUST ADMINISTRATION SERVICES, MUTUAL FUND AND SECURITIES INVESTMENT SERVICES, INVESTMENT BROKERAGE SERVICES, ASSET ALLOCATION SERVICES, FINANCIAL ADVISORY SERVICES, FINANCIAL PORTFOLIO MANAGEMENT SERVICES, AND FINANCIAL PLANNING SERVICES; "WEALTH NETWORK"
COMPUTER SOFTWARE FOR USE IN INVESTMENT PORTFOLIO ANALYSIS | FINANCIAL PORTFOLIO MANAGEMENT SERVICES, NAMELY COMPUTERIZED FINANCIAL PORTFOLIO ANALYSIS AND INVESTMENT CONSULTING AND INVESTMENT MANAGEMENT SERVICES
"TREASURY"; Providing temporary use of on-line downloadable software to provide financial information, namely analysis of financial data and market information to provide recommendations to treasury professionals on cash, credit and investment activities for businesses
FINANCIAL ANALYSIS AND FINANCIAL MANAGEMENT SERVICES, NAMELY, ANALYSIS AND MANAGEMENT OF INVESTMENTS, CREDIT PIECES, AND OTHER FINANCIAL ASSETS AND LIABILITIES
Computer software and hardware for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; "CUSTOMER"
financial services, namely, automated accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities
computer software and hardware for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field
providing on-line financial information regarding mutual funds for institutional investors and providing electronic mutual fund transactions for institutional investors
