Class 042: Software as a service (SaaS) platform utilizing artificial intelligence to enable software using artificial intelligence in the fields of financial investment operations, financial data analysis, financial report generation, investment portfolio reconciliation, investment portfolio rebalancing, investment portfolio analysis, tax-loss harvesting, assisting with system integration, enabling cross-platform interoperability, and assisting with data migration.
Class 035: Providing managed services and outsourcing services for trust and wealth operations, namely, cash management, asset setup and maintenance, securities custody processing and settlement, mutual Fund processing and settlement, income and corporate action processing, cash sweep, reconciliation, statement processing, fee processing, and client reporting; providing managed services and outsourcing services for retirement plans, namely, customer call center, client reporting, and customer service administration, and tax form generation; providing managed services and outsourcing services for payment processing, namely, printing services, fulfillment services, mailing services, benefits payments, tax calculations, reporting and remittance, maintenance of tax tables, tax form management, tiered approval management, future payment change management, Office of Foreign Assets Control (OFAC) processing, account reconciliation, check monitoring, escheatment support, Automated Clearing House (ACH) processing and fulfilment, wire processing and fulfilment, check processing and fulfilment, and tax payment remittance; providing managed services and outsourcing services for mineral, oil and gas interests held in trust accounts, namely, lease negotiations, valuations, permit tracking, suspended revenue release and production payouts, revenue and expense processing, reporting, compliance support, new account setup and maintenance, asset setup and maintenance, division order setup and maintenance, division order verification, payment decimal verification, distribution and termination, fee processing, recordkeeping, property tax management, document management and retention, asset sales, asset purchases, and account closures; providing managed services and outsourcing services for real estate, loans, mortgages and farm, ranch and timber assets, namely, portfolio management, real estate property management and maintenance, pre-acceptance and risk assessment, asset valuation, asset appraisal, asset inspections, asset reviews, account setup and maintenance, distribution processing, asset setup and maintenance, property tax management, insurance verification and tracking, ownership verification, loan amortizations, escrows and payoffs, oversight of third-party managers, revenue and expense processing, revenue tracking, compliance document management, delinquency tracking, disbursement management, loan processing, and reporting.; Class 042: Providing access to non-downloadable online trust accounting software in the fields of wealth management, retirement accounts, portfolio management, collective funds management, payments and statements, tax forms, unique asset accounting, registered investment advisor (RIA) services, corporate compliance, trade order management, portfolio modeling, asset allocation, asset rebalancing, cash management, mutual fund trading, securities trading, custody and pricing performance measurement, tax management, tax reporting, principal and income accounting and reclassification, individual retirement account (IRA) support, Employee Retirement Income Security Act (ERISA) support, required minimum distribution (RMD) support, education and training, account management, client onboarding, fee modeling, billing, aggregation and shadow accounting, workflow management, householding, reporting, and consolidated reporting.
platform as a service (PaaS) services featuring software platforms to enable and optimize data analysis for the administration of pharmacy benefits and the review and adjudication of medical claims
Software as a service (SaaS) featuring software for financial planning and investment portfolio analysis, integration of investment models with investment strategies, financial risk assessment, investment proposal service, and automated fiduciary account management in the form of tax efficient trading systems
Electronic transmission for others of securities and financial information via computer linking services, namely, new account generation, communicating and routing trade information involving order entry, execution services and reporting, to others via a global computer network | Tracking and monitoring compliance based on government regulations and on client-based requirements of financial services industry transactions
Software as a service (SaaS) in the nature of software for enabling use of a computing platform offering multiple cloud-based computing services integrated with financial and investment data, for facilitating storing, querying, extracting, aggregating, and normalizing user data originating from different computing systems and external data sources, for accessing data sets and application programming interfaces (APIs) for use in workflows and for providing an online marketplace allowing users to review, access, use, and manage cloud-based computing services, and for managing purchases and subscriptions to cloud-based computing services.
Software as a service (SAAS) featuring software for use with securities analysis, and tax assessment, analysis, compliance, reporting, document production, and filing; Testing, analysis, and evaluation of tax to assure compliance with governing standards
Software as a service (SaaS) featuring software used for financial and investment portfolio construction and management, data and document management, aggregation, analysis, modeling, trading, risk, compliance, reconciliation, billing, performance, and reporting
Software as a service (SaaS) featuring software for financial and investment portfolio management and data analysis; Platform as a service (PAAS) featuring computer software platforms for accounting and investment operations; Cloud-based, web and mobile accessible technology that enables global operations services in securities, derivatives, loan accounting, and fund administration; Intelligent services using cloud-based software technology; Computer software that provides real-time information and operational activities in the field of of financial and investment portfolio management, accounting and reporting; Outsource service provider in the field of asset management and data analysis
Downloadable computer software for use in customer relationship management (CRM), namely, computer software for collecting, organizing, integrating and analyzing data; Downloadable computer software, namely, software for financial portfolio management and solutions; Downloadable computer software, namely, accounting and monitoring software for use in the fields of quality management, quality evaluation and analysis, quality assurance, and quality control; Computer services, namely, cloud hosting provider services featuring software for use in customer relationship management (CRM), namely, hosting computer software for collecting, organizing, integrating and analyzing data, financial portfolio management and solutions, monitoring for use in the fields of quality management, quality evaluation and analysis, quality assurance, and quality control
Computer software, namely, accounting and monitoring software for use in the fields of quality management, quality evaluation and analysis, quality assurance, and quality control | Quality management services, namely, quality evaluation and analysis, quality assurance, and quality control; software as a service (SaaS) featuring accounting and monitoring for use in the fields of quality management, quality evaluation and analysis, quality assurance, and quality control
Computer software for use in customer relationship management (CRM), namely, hosting computer software for collecting, organizing, integrating and analyzing data; "DATA BROKER"; Software as a service (SAAS) featuring software for use in customer relationship management (CRM), namely, hosting computer software for collecting, organizing, integrating and analyzing data
Computer software for use in customer relationship management (CRM), namely, hosting computer software for collecting, organizing, integrating and analyzing data; Software as a service (SAAS) featuring software for use in customer relationship management (CRM), namely, hosting computer software for collecting, organizing, integrating and analyzing data
Software for financial and investment portfolio management and data analysis | Software as a service (SaaS) featuring software for financial and investment portfolio management and data analysis
Computer Software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting; Computer Software for the management of real estate, time share properties, and resort properties; Computer Software for real estate accounting, and mortgage loans; Computer Software for MREIT accounting and reporting; Computer Software for education services, namely, teaching, research and training for professionals in business and financial services | Financial and investment management; Financial and investment consulting, accounting, and reporting services related to investments, regulatory risk, and compliance; Financial research services | Education services, namely, teaching and training for professionals in business and financial services provided via online courses, in person training courses, and one-on-one training | Software as a service (SAAS) featuring software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting; Software as a service (SAAS) for the management of real estate, time share properties, and resort properties; Software as a service (SAAS) for real estate accounting, and mortgage loans; Software as a service (SAAS) for MREIT accounting and reporting; Software as a service (SAAS) for education services, namely, teaching, research and training for professionals in business and financial services
Providing temporary use of online non-downloadable software for portfolio management, management, modification, and transmission of data, recording, viewing, storing, sharing, and analyzing data; data mapping services
[ Computer software for use in coordinating and management of investment portfolios; electronic storage software for storing information and data collected from investors ]; "FUND HUB"; Software as a service (SAAS) featuring software for use by investors to build and manage investment portfolios; hosting the computer software of others for collecting, organizing, integrating, analyzing, and storing data; providing temporary use of non-downloadable computer software for collecting, organizing, integrating, analyzing, and storing data
"OUTSOURCING SERVICES"; Application service provider, namely, online managed hosting of software applications for data management in the fields of financial portfolio management and reporting, financial instruments trade order management, corporate actions data processing and management, financial instrument trading compliance, investment revenue management, investment billing management, investment account billing, receivables tracking, revenue distribution and reporting, and electronic data processing and management
Products for use by financial services companies, namely, computer software for use in loan and fixed income securities portfolio management and loan and securities accounting | Providing financial portfolio management and consultation services to financial institutions
Products for use by financial services companies, namely, computer software for use in loan and fixed income securities portfolio management and loan and securities accounting | Providing financial portfolio management and consultation services to financial institutions
Computer software for use in financial analysis, credit-risk assessment for commercial lending and commercial credit risk management and measurement; computer software for data warehousing in the financial field, namely, software for organizing and operating a system for storing, retrieving and managing large amounts of data in the financial field; computer software for organizing and consolidating financial information regarding ratings of securities and rating the credit worthiness of bonds and other securities | Providing business management services in the field of financial risk assessment; providing business management services in the fields of financial analysis and credit-risk assessment for commercial lending and commercial credit risk management; providing business management consultation in the field of financial risk management during and after the implementation process of financial risk management and measurement systems | Providing financial risk assessment management services; providing financial analysis management services; providing management services for credit-risk assessment for commercial lending and commercial credit risk management; providing financial consultation services in the field of financial risk management during and after the implementation process of financial risk management and measurement systems; consulting services relating to financial risk management and measurement; consulting services related to financial analysis, credit-risk assessment for commercial lending and commercial credit risk management and measurement; financial consultation; providing financial management services for organizing and consolidating financial information regarding ratings of securities and rating the credit worthiness of bonds and other securities; consulting services relating to organizing and consolidating financial information regarding ratings of securities and rating the credit worthiness of bonds and other securities | Educational and training services, namely, conducting classes, seminars, conferences and workshops, and providing online exhibitions, displays and interactive exhibits, all in the field of financial risk assessment credit-risk assessment for commercial lending and commercial credit risk management, finance, and also for computer software for financial risk management and measurement and for computer software for use in financial analysis, credit-risk assessment for commercial lending and commercial credit risk management and measurement, and providing course materials in the nature of booklets, manuals, books, workbooks, worksheets, examples and online web pages and content distributed in connection therewith; and Educational and training services, namely, conducting classes, seminars, conferences and workshops, and providing online exhibitions, displays and interactive exhibits for third parties to learn computer software implementation and maintenance services; Educational and training services, namely, conducting classes, seminars, conferences and workshops, and providing online exhibitions, displays and interactive exhibits for third parties to learn data warehousing in the financial field; namely, to learn about organizing and operating a system for storing, retrieving and managing large amounts of data in the financial field; Educational and training services, namely, conducting classes, seminars, conferences and workshops, and providing online exhibitions, displays and interactive exhibits, all in the field of ratings of securities and rating the credit worthiness of bonds and other securities, and also for computer software for organizing and consolidating financial information regarding ratings of securities and rating the credit worthiness of bonds and other securities, and providing course materials in the nature of booklets, manuals, books, workbooks, worksheets, examples and online web pages and content distributed in connection therewith | Computer project management services in the field of financial risk management during and after implementation process of financial risk management systems; engineering services in the field of financial risk management during and after the implementation process of financial risk management systems; computer software implementation and maintenance services; providing computer project management services for data warehousing in the financial field, namely, providing computer project management for organizing and operating a system for storing, retrieving and managing large amounts of data in the financial field; providing information technology help center services for customers to provide both business hours and after-hours support of financial risk management systems; technical consulting services relating to data warehousing in the financial field; namely, organizing and operating a system for storing, retrieving and managing large amounts of data in the financial field
Educational and training services, namely, conducting classes, seminars, conferences and workshops, and providing online exhibitions and displays and interactive exhibits, all in the field of financial risk assessment, financial ratings of securities and rating the credit worthiness of bonds and other securities, financial analysis, credit-risk assessment for commercial lending and commercial credit risk management, finance, financial investments, loans, securities, bonds, stocks, mutual funds, and financial markets, and providing course materials in connection therewith in the nature of booklets, manuals, books, workbooks, worksheets, and online web pages and content distributed in connection therewith; Educational and training services, namely, conducting classes, seminars, conferences and workshops, and providing online exhibitions and displays and interactive exhibits for third parties to learn computer software for financial risk management and measurement, for computer software for organizing and consolidating financial information regarding ratings of securities and rating the credit worthiness of bonds and other securities, and for computer software for use in financial analysis, credit-risk assessment for commercial lending and commercial credit risk management and measurement; Educational and training services, namely, conducting classes, seminars, conferences and workshops, and providing online exhibitions and displays and interactive exhibits for third parties to learn computer software implementation and maintenance services; Consulting services relating to financial risk management and measurement; consulting services relating to organizing and consolidating financial information regarding ratings of securities and rating the credit worthiness of bonds and other securities; consulting services relating to financial analysis, credit-risk assessment for commercial lending and commercial credit risk management and measurement; Software development, implementation and consulting services related to financial risk management and measurement software; computer software implementation and maintenance services
Computer software for determining and analyzing degrees of risk and rewards for use in the financial services industry; computer software for financial risk management and measurement | Business management consulting services in the field of financial risk management during and after the implementation process of financial risk management systems | Financial services relating to strategic risk management; financial consulting; financial consulting concerning financial risk management | Educational and training services, namely, conducting courses, seminars, workshops, and classes in the field of financial risk management and distributing educational and training materials in connection therewith; developing educational materials for others in the field of financial risk management consulting; conducting training courses and workshops for certification in the field of financial risk management | Computer project management services in the field of financial risk management during and after the implementation process of financial risk management systems; engineering services in the field of financial risk management during and after the implementation process of financial risk management systems; providing information technology help center services for customers to provide both business hours and after-hours support of financial risk management systems; computer software development, implementation and consulting services related to financial risk management
Financial risk management and measurement; financial consulting; financial consulting concerning financial risk management and measurement; Computer software development, implementation and consulting services related to financial risk management and measurement software
computer software for use by investment brokers in automated electronic trade entry, trade processing, transaction reporting, and trade accounting | providing temporary use of online non-downloadable software to investment brokers for use in automated electronic trade entry, trade processing, transaction reporting, and accounting
Computer software for collecting, organizing, integrating and analyzing data collected from a plurality of computer stations networked in respect of the running of a business organization
Computer software program for fixed income securities firms in the financial and securities industry specifically for use in routing transaction information between the "front" and "back office"
COMPUTER SOFTWARE FOR THE MANAGEMENT AND CONTROL OF INVESTMENT PORTFOLIOS AND FOR FULLY SECURE TRANSACTION PROCESSING AND COMMUNICATION AND USER'S MANUAL THEREFOR ALL SOLD TOGETHER AS A UNIT
Computer programs and software for use in the real-time graphical display of financial market information, portfolios, and the results of real-time analysis of financial market conditions
computer programs and software for use in the real-time graphical display of financial market information, portfolios, and the results of real-time analysis of financial market conditions
computer software to help investment advisors conduct marketing and sales and develop and maintain databases related thereto, and to help investors and investment advisors conduct investment research, perform investment analysis, perform trading operations, perform financial accounting, and prepare tax compliance information and prepare regulatory compliance documents, but not to compare variable annuities to other investments
pricing, bond accounting, and management reporting on fixed income portfolio investments for financial institutions including regulatory applications and interest rate sensitivity analysis
computer software program designed for domestic financial institutions and providing an integrated system for paperless, automatic securities sales, trades, trade routing and pricing
Class 009: COMPUTER PROGRAMS FOR USE BY PROFESSIONALS IN THE FINANCIAL AND SECURITIES MARKET IN CONNECTION WITH TRADING COMMODITIES, FUTURES, OPTIONS, EQUITIES, DEBT INSTRUMENTS AND FOREIGN EXCHANGE
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