Class 035: Referrals in the field of wealth management, investment management and financial planning; Providing on-line referrals in the field of wealth management, investment management and financial planning; Referrals in the field of wealth management, investment management, and financial planning, namely, evaluating, qualifying, matching, and connecting qualified investors with registered investment advisors; Lead generation services; Class 042: Providing temporary use of on-line non-downloadable software for lead generation in the field of wealth management; Providing temporary use of on-line non-downloadable software for enabling qualified investors to search for registered investment advisors based on user-specified criteria and access curated registered investment advisor recommendations; Providing on-line non-downloadable software using artificial intelligence (AI) for enabling registered investment advisors to access financial models and evaluate the financial backgrounds, profiles, needs and goals of prospective wealth management clients for purposes of matching them with wealth management, investment management, and financial planning services, institutions or individuals; Providing on-line non-downloadable software using artificial intelligence (AI) for enabling registered investment advisors to access and evaluate qualified sales leads
Class 036: Financial analysis and research services; Financial information and advisory services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial data analysis; Financial services, namely, wealth management services; Financial asset management; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial portfolio management; Financial portfolio analysis services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning; Investment management; Investment fund management services; Investment advisory services; Securities trade execution services; Securities trading and investing services for others via the internet; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Clearing and reconciling financial transactions via a global computer network; Providing financial news and information; Providing information regarding financial investment strategies; Financial information provided by electronic means
Providing temporary use of non-downloadable cloud-based software for enabling users to create and customize dashboards and visualizations related to securities financing, liquidity management and collateral management; Providing temporary use of non-downloadable cloud-based software for enabling users to holistically manage, monitor, evaluate, and track transactional activity in the fields of securities finance, liquidity management, and collateral management
Providing an online, non-downloadable, multi-purpose information delivery, transaction management and reporting software platform that enables financial institutions to access tools to holistically manage securities financing and liquidity; Providing an online, non-downloadable multi-purpose information delivery, transaction management and reporting software platform that enables financial institutions to synchronize and manage requirements, costs analyses, and transaction and funding workflows in the field of securities finance and liquidity management; Providing an online, non-downloadable, multi-purpose information delivery, transaction management and reporting software platform that enables financial institutions to connect and interact with securities finance, liquidity, and derivatives trading counterparties in a single ecosystem
Referrals in the field of wealth management, investment management and financial planning; Providing on-line referrals in the field of wealth management, investment management and financial planning; Referrals in the field of wealth management, investment management, and financial planning, namely, evaluating, qualifying, matching, and connecting qualified investors with registered investment advisors; Lead generation services; Providing temporary use of on-line non-downloadable software for lead generation in the field of wealth management; Providing temporary use of on-line non-downloadable software for enabling qualified investors to search for registered investment advisors based on user-specified criteria and access curated registered investment advisor recommendations; Providing on-line non-downloadable software using artificial intelligence (AI) for enabling registered investment advisors to access financial models and evaluate the financial backgrounds, profiles, needs and goals of prospective wealth management clients for purposes of matching them with wealth management, investment management, and financial planning services, institutions or individuals; Providing on-line non-downloadable software using artificial intelligence (AI) for enabling registered investment advisors to access and evaluate qualified sales leads
Financial analysis and research services; financial information and advisory services; financial information processing; financial data analysis; financial services, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment services; financial services, namely, investment accounting services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to financial investments, financial markets, financial securities and other financial instruments.; Providing an online, non-downloadable information delivery, management and reporting software platform for the analysis and management of financial data, assets, product flows, and investments; software as a service (SAAS) services featuring software for integrating, aggregating, synthesizing, visualizing, distributing, managing, sharing, cataloging and scaling financial data; software as a service (SAAS) services featuring software for financial data management, financial records management, investment accounting, conducting financial analyses, tracking and monitoring compliance with financial laws, regulations and internal guidelines, and preparing financial reports; software as a service (SAAS) services featuring software using artificial intelligence, quantitative modeling and predictive analytics to parse and provide insights into financial, investment and market data and trends; software as a service (SAAS) services featuring communications software to facilitate the transmission of financial data; software as a service (SAAS) services featuring software that enables asset managers, wealth managers, asset allocators, and market infrastructure players to access a suite of financial data management and analytics tools; software as a service services (SAAS) featuring software that enables asset managers, wealth managers, asset allocators, and market infrastructure players to evaluate the effectiveness of financial investments and programs using multi-dimensional analytics, dashboards and interactive visualizations, analyze investment concentrations, identify tax optimization opportunities, model the impacts of financial contributions and redemptions, and simulate pre-execution trading scenarios; software as a service (SAAS) services featuring software with reporting tools to generate customizable views of portfolio valuations, balances, financial transactions, and other financial metrics; software as a service (SAAS) services featuring software that provides consolidated views of global accounting books and real-time access to investment data
Financial analysis and research services; financial information and advisory services; financial information processing; financial data analysis; financial services, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment services; financial services, namely, investment accounting services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to financial investments, financial markets, financial securities and other financial instruments.; Providing an online, non-downloadable information delivery, management and reporting software platform for the analysis and management of financial data, assets, product flows, and investments; software as a service (SAAS) services featuring software for integrating, aggregating, synthesizing, visualizing, distributing, managing, sharing, cataloging and scaling financial data; software as a service (SAAS) services featuring software for financial data management, financial records management, investment accounting, conducting financial analyses, tracking and monitoring compliance with financial laws, regulations and internal guidelines, and preparing financial reports; software as a service (SAAS) services featuring software using artificial intelligence, quantitative modeling and predictive analytics to parse and provide insights into financial, investment and market data and trends; software as a service (SAAS) services featuring communications software to facilitate the transmission of financial data; software as a service (SAAS) services featuring software that enables asset managers, wealth managers, asset allocators, and market infrastructure players to access a suite of financial data management and analytics tools; software as a service services (SAAS) featuring software that enables asset managers, wealth managers, asset allocators, and market infrastructure players to evaluate the effectiveness of financial investments and programs using multi-dimensional analytics, dashboards and interactive visualizations, analyze investment concentrations, identify tax optimization opportunities, model the impacts of financial contributions and redemptions, and simulate pre-execution trading scenarios; software as a service (SAAS) services featuring software with reporting tools to generate customizable views of portfolio valuations, balances, financial transactions, and other financial metrics; software as a service (SAAS) services featuring software that provides consolidated views of global accounting books and real-time access to investment data.
Downloadable computer software using artificial intelligence (AI) for use in connection with banking services, financial research services, investment management and advisory services, wealth management, financial planning, asset management, integration, aggregation and analysis of financial data, financial portfolio analysis, evaluation, tracking, analysis, forecasting, consultancy, advisory and research services related to securities and other financial instruments, trust services, namely, investment and trust company services, trust services, namely, estate trust management, securities trading and investment services for others, money management services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes, securities lending services, clearing services, namely, clearing and reconciling financial transactions, financial services, namely, financial management and advisory services related to negotiable financial instruments traded on local stock exchanges that represent shares of foreign companies, namely, depositary receipts, database management and investment fund and portfolio accounting; downloadable computer software featuring artificial intelligence (AI) that enables users to build features and functionalities into web and mobile-based applications, platforms and programs; downloadable computer software used to implement and scale artificial intelligence for integration into web and mobile-based applications, platforms and programs; downloadable computer software featuring artificial intelligence (AI) for the development and deployment of AI-enabled applications, platforms, and programs, none of the foregoing related to telecommunications, manufacturing, distributed energy storage or industrial software for developing, controlling, managing and operating manufacturing processes, supply chains, machines, product development, computer hardware systems, and computer software systems in the fields of telecommunications, manufacturing and distributed energy storage; Providing temporary use of non-downloadable software using artificial intelligence (AI) for use in connection with downloadable computer software using artificial intelligence (AI) for use in connection with banking services, financial research services, investment management and advisory services, wealth management, financial planning, asset management, integration, aggregation and analysis of financial data, financial portfolio analysis, evaluation, tracking, analysis, forecasting, consultancy, advisory and research services related to securities and other financial instruments, trust services, namely, investment and trust company services, trust services, namely, estate trust management, securities trading and investment services for others, money management services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes, securities lending services, clearing services, namely, clearing and reconciling financial transactions, financial services, namely, financial management and advisory services related to negotiable financial instruments traded on local stock exchanges that represent shares of foreign companies, namely, depositary receipts, database management and investment fund and portfolio accounting; providing temporary use of non-downloadable software featuring artificial intelligence (AI) that enables users to build features and functionalities into web and mobile-based applications, platforms and programs; providing temporary use of non-downloadable computer software used to implement and scale artificial intelligence for integration into third party web and mobile-based applications, platforms and programs; providing temporary use of non-downloadable computer software featuring artificial intelligence (AI) for the development and deployment of AI-enabled applications, platforms and programs; providing temporary use of non-downloadable computer software consisting of foundational models, namely, large artificial intelligence models trained on a large quantity of data for processing, understanding, analyzing, and generating text, images, speech, sounds, and video; providing temporary use of non-downloadable computer software featuring artificial intelligence (AI) for machine learning and data mining to enable predictive analytics and predictive modeling, none of the foregoing related to telecommunications, manufacturing, distributed energy storage or industrial software for developing, controlling, managing and operating manufacturing processes, supply chains, machines, product development, computer hardware systems, and computer software systems in the fields of telecommunications, manufacturing and distributed energy storage
Securities lending; financing services; asset-based lending services, namely, securities lending; securities lending services involving segregated custody accounts; financial services, namely, collateral and liquidity management in the nature of financial securities; financial services, namely, management and operation of a securities lending program in which participants can access, borrow and transfer select financial securities into custody and clearing accounts to satisfy short sale delivery obligations; financial services, namely, management and operation of a securities lending program in which participants can obtain financing in the nature of loaned securities and collateralize borrowing activities with cash and non-cash collateral
Educational services, namely, providing customized cyber threat simulation programs to employees of alternative investment managers, asset managers, registered investment advisors, trust companies, private banks and wealth management firms to enhance cybersecurity preparedness, practice strategic responses to cybersecurity incidents, and educate on cybersecurity threats
"ALTS"; Software as a service (SAAS) services featuring an online, non-downloadable information delivery, transaction management and reporting software platform for enabling individual investors, financial advisors and wealth intermediaries to manage alternative investments through the investment lifecycle; software as a service (SAAS) services featuring an online, non-downloadable information delivery, transaction management and reporting software platform for enabling individual investors, financial advisors and wealth intermediaries to discover, research, analyze, execute, trade, and settle alternative investments; software as a service (SAAS) services featuring an online, non-downloadable information delivery, transaction management and reporting software platform for providing individual investors, financial advisors and wealth intermediaries with access to interactive tools for analyzing and modeling alternative investment portfolios, for forecasting and projecting risks, income and liquidity associated with alternative investments, for automating financial advisor permissions and alerts, for preparing trade proposals, presentations, and marketing materials for alternative investments, for generating, reviewing and signing documents associated with the trading of alternative investments, for post-trade cash processing and for reviewing and managing tax, performance, risk, and regulatory and self reporting requirements associated with alternative investments; software as a service (SAAS) services featuring an online, non-downloadable information delivery, transaction management and reporting software platform for enabling individual investors, financial advisors and wealth intermediaries to access financial information and educational resources in the field of alternative investments; software as a service (SAAS) services featuring an online, non-downloadable information delivery, transaction management, and reporting software platform for providing individual investors, financial advisors and wealth intermediaries with access to personalized financial news and curated investment options and strategies in the field of alternative investments; software as a service (SAAS) services featuring an online non-downloadable information delivery, transaction management and reporting software platform for enabling individual investors, financial advisors and wealth intermediaries to monitor the progress of client and investment onboarding in the field of alternative investments
Providing online non-downloadable software for client onboarding and client relationship management; providing online non-downloadable software that enables users to manage and automate workflows and processes related to client onboarding and client relationship management; providing online non-downloadable software the enables users to share, collect, import, transmit, upload, integrate, aggregate, manage, organize, and analyze data as part of client onboarding; providing online non-downloadable software that enables users to monitor progress and report on the status of client onboarding; providing online non-downloadable software to facilitate the signing, submission and management of documents as part of client onboarding
Banking services; financial analysis and research services; financial information and advisory services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial data analysis; financial services, namely, wealth management; financial services, namely, asset management; financial data analysis services, namely, integration, aggregation and analysis of financial data, data concerning financial assets, and financial research data, the foregoing being performed by electronic means; financial services, namely, financial portfolio analysis services; financial services, namely, evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial services, namely, financial planning; investment management and advisory services; trust services, namely, investment and trust company services; trust services, namely, estate trust management; securities services, namely, securities trade execution services, financial securities exchange services, and securities deposit services; securities trading and investment services for others via the internet; providing financial services with respect to securities and other financial instruments and products, namely, money management services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; securities lending services; clearing services, namely, clearing and reconciling financial transactions via a global computer network; financial investment services, namely, administering the issuance of negotiable financial instruments traded on local stock exchanges that represent shares of foreign companies, namely, depositary receipts; depositary receipts services, namely, financial management and advisory services related to negotiable financial instruments traded on local stock exchanges that represent shares of foreign companies; Fund and portfolio accounting, administration and reconciliation of accounts on behalf of others, and business management and administration services
Banking services; financial analysis and research services; financial information and advisory services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial data analysis; financial services, namely, wealth management; financial services, namely, asset management; financial data analysis services, namely, integration, aggregation and analysis of financial data, data concerning financial assets, and financial research data, the foregoing being performed by electronic means; financial services, namely, financial portfolio analysis services; financial services, namely, evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial services, namely, financial planning; investment management and advisory services; trust services, namely, investment and trust company services; trust services, namely, estate trust management; securities services, namely, securities trade execution services, financial securities exchange services, and securities deposit services; securities trading and investment services for others via the internet; providing financial services with respect to securities and other financial instruments and products, namely, money management services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; securities lending services; clearing services, namely, clearing and reconciling financial transactions via a global computer network; financial investment services, namely, administering the issuance of negotiable financial instruments traded on local stock exchanges that represent shares of foreign companies, namely, depositary receipts; depositary receipts services, namely, financial management and advisory services related to negotiable financial instruments traded on local stock exchanges that represent shares of foreign companies; Fund and portfolio accounting, administration and reconciliation of accounts on behalf of others, and business management and administration services
Financial services, namely, providing banking services, cash management services, and management of port folios comprising securities and currencies, all via a global communication network
Payment processing and transaction processing services in the field of automated clearing house (ACH) transactions and electronic bank payments; electronic processing and transmission of electronic funds transfer, automated clearing house (ACH), electronic check and electronic bank payments; payment verification services; payment and funds verification services; bill payment services provided via a global computer network; electronic processing and subsequent transmission of bill payment data; electronic banking and financial transaction services, namely, processing of ACH transactions and electronic fund transfers; merchant services, namely, payment transaction and processing services; financial transaction services, namely, providing secure commercial transactions and payment options; financial advisory and information services in the field of payment and financial transaction processing
: Financial collateral management; financial management services, namely, financial collateral optimization services; financial evaluation, management and administration of financial guarantees in the nature of collateral management services; financial asset management services, namely, managing and optimizing assets used to secure loans and securities; financial services, namely, electronic financial trading of collateralized financial products and commodities; financial services, namely, mitigating credit risk associated with financial transactions; collateral financial management services, namely, mitigating credit risk associated with derivatives transactions; financial analysis featuring the calculation and optimization of financial product portfolios; financial information, advisory and consultancy services with regard to collateral assessment, coverage and valuation, and cross-product margin requirements | Providing an online, non-downloadable information delivery, transaction management and reporting software platform in the field of collateral management; platform as a service (PAAS) featuring a software platform for managing, analyzing, evaluating, trading, valuing and optimizing collateralized assets and financial product portfolios, mitigating credit risk associated with financial transactions, and liquidity and inventory management; platform as a service (PAAS) featuring a software platform for automating and optimizing collateral management in connection with the trading and handling of futures contracts and managing collateral communication workflows; platform as a service (PAAS) featuring a software platform for the purpose of providing historical and real-time data relating to margins and collateralized assets
Electronic payment services involving electronic processing and subsequent transmission of payment data; providing an internet website portal in the field of financial transaction and payment processing services; financial transaction services, namely, providing secure commercial transactions and payment options; account validation services for the prevention of fraud; providing digital payment services to others | Providing online non-downloadable software for payee and account verification, electronic payment services, transmission of payment data, facilitating and processing payment transactions, and providing secure payment options; software as a service (SAAS) services featuring software for payment processing; Software as a service (SAAS) featuring software for financial services, namely, processing payments between businesses, non-profit organizations, and individuals; application service provider (ASP) featuring software for use as a payment gateway that authorizes the processing of bank transfers, and payments to e-mail, mobile phones and debit cards; providing online non-downloadable software for the storage, transmission, verification, and authentication of digital payment and transaction information
Class 036: Financial services, namely, real-time execution, settlement and reporting services for asset managers related to currency trading; financial advisory and information services in the field of currency trading; multiple currency and foreign exchange transaction services offered to asset managers via an information delivery, transaction management, and reporting platform; Class 042: Software as a service (SAAS) featuring an online, non-downloadable information delivery, transaction management and reporting software platform via a global computer network that enables asset managers to customize, execute, view, manage, and evaluate foreign exchange transactions, namely, currency trades; software as a service (SAAS) featuring an online, non-downloadable information delivery, transaction management and reporting software platform via a global computer network that enables asset managers to evaluate foreign exchange prices, maximize price netting opportunities across custodian accounts, and manage risk and liquidity related to foreign exchange transactions; software as a service (SAAS) featuring an online, non-downloadable information delivery, transaction management and reporting software platform via a global computer network that enables asset managers to manage and view investment accounts and portfolio information in real-time
Electronic financial trading services; securities trading and investing services for others via the internet; securities lending services; management of portfolios comprising securities; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; investment advisory services; financial administration of investment accounts; providing digitized financial and financial investment related information for use by others | Providing online non-downloadable software using artificial intelligence for use in securities trading and investing services and securities lending services; providing a website featuring non-downloadable software using artificial intelligence for use in securities lending, securities trading, and investing services; providing online non-downloadable software for use in securities trading, investing services, and securities lending services
Securities lending; financial services, namely, providing loans secured by securities; management of portfolios comprising securities; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; securities trading services for others via the Internet and the global information network; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial data analysis; financial information services provided online from a computer database or a global computer network, namely, providing information in the field securities trading | Providing online non-downloadable software for electronically trading securities; providing online non-downloadable software for securities lending; providing online non-downloadable software for analyzing financial data to predict securities lending rates and fee income on securities loans
Financial and investment advisory services; financial asset management services; monitoring financial markets for investment purposes; providing automated and customized personal financial, investment management and advisory services through the provision of personal financial investment accounts; monitoring for investment purposes of financial and investment account transactions and account balances; providing information and analysis in the field of financial investments; providing information in the fields of investment and finance over computer networks and global communication networks; financial securities trading services for others; financial investment brokerage services; electronic financial trading services; electronic financial trading services for others via a global computer network | Providing temporary use of online, non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software for interacting with investment advisors 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 software for brokerage and trading of financial securities; providing temporary use of online, non-downloadable software that features news, research, and information in the fields of finance, financial investments, securities trading and securities brokerage
Banking services; financial analysis and research services; financial information and advisory services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial data analysis; financial services, namely, asset management; financial data analysis services, namely, integration, aggregation and analysis of financial data, data concerning financial assets, and financial research data, the foregoing being performed by electronic means; financial services, namely, financial portfolio analysis services; financial services, namely, evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; investment management and advisory services; securities services, namely, securities trade execution services, financial securities exchange services, and securities deposit services; securities trading and investment services for others via the internet; providing financial services with respect to securities and other financial instruments and products, namely, money management services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; securities lending services; clearing services, namely, clearing and reconciling financial transactions via a global computer network; cash and foreign exchange transactions; electronic foreign exchange payment processing
Fund and portfolio accounting, administration and reconciliation of accounts on behalf of others; business management and administration services; tax services, namely, tax advisory services; tax and taxation planning, advice, information and consultancy services; regulatory services, namely, business consulting services in the field regulation compliance; data processing services, namely, providing financial data analytics, and integration services to others; financial database management provided for others; accounting services, namely, financial accounting of investment accounts | Banking services; financial analysis and research services; financial information and advisory services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial data analysis; financial information services provided online from a computer database or a global computer network, namely, providing information in the fields of banking, investment management, wealth management, financial planning, financial asset management, and financial risk management and assessment; banking and financial services in the nature of financial information and advisory services, investment management, wealth management, financial planning, financial asset management and financial risk management, the foregoing offered via an information delivery, transaction management, and reporting platform; financial data analysis services, namely, integration, aggregation and analysis of financial data, data concerning financial assets, and financial research data, the foregoing performed by electronic means; investment risk assessment services; investment services, namely, financial information and advisory services provided for regulatory compliance purposes; investment advisory services; financial administration of investment accounts; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial asset transfer services; electronic transfer of funds; providing an internet website portal featuring financial information, namely, financial advisory information, and information in the fields of investment management, wealth management, financial planning, financial asset management and financial risk management and assessment; providing digitized financial and financial investment related information for use by others
Fund and portfolio accounting, administration and reconciliation of accounts on behalf of others, and business management and administration services | Banking services; financial analysis and research services; financial information and advisory services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial data analysis; financial services, namely, wealth management; financial services, namely, asset management; financial data analysis services, namely, integration, aggregation and analysis of financial data, data concerning financial assets, and financial research data, the foregoing being performed by electronic means; financial services, namely, financial portfolio analysis services; financial services, namely, evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial services, namely, financial planning; investment management and advisory services; trust services, namely, investment and trust company services; trust services, namely, estate trust management; securities services, namely, securities trade execution services, financial securities exchange services, and securities deposit services; securities trading and investment services for others via the internet; providing financial services with respect to securities and other financial instruments and products, namely, money management services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; securities lending services; clearing services, namely, clearing and reconciling financial transactions via a global computer network; financial investment services, namely, administering the issuance of negotiable financial instruments traded on local stock exchanges that represent shares of foreign companies, namely, depositary receipts; depositary receipts services, namely, financial management and advisory services related to negotiable financial instruments traded on local stock exchanges that represent shares of foreign companies
Downloadable electronic newsletters and publications, namely, magazines and newsletters, all in the field of financial services | Printed newsletters, magazines and publications, namely, magazines and newsletters, all in the field of financial services
Collateral financial management services, namely, selecting and allocating positions in assets to fulfill pre-assigned collateral obligations; collateral financial management services, namely, management of assets to secure loans; collateral financial management services, namely, mitigating credit risk associated with derivatives transactions | Providing an online, non-downloadable information delivery, transaction management and reporting software platform in the field of collateral management, namely, platform as a service (PAAS) featuring a computer software platform that enable users to define collateral eligibility criteria, negotiate and agree to collateral schedules, and synchronize and manage collateral communication and transaction workflows
Financial services, namely, investment management and advisory services; providing investment management and financial asset management services; providing financial information via a website
Class 036: financial services, namely, providing multi-currency, multi-jurisdictional third-party agent and depository escrow services for a broad range of assets in connection with financial and corporate transactions, including cash settlements from class actions, divorce, and other court-ordered proceedings, cash and stock holdbacks from mergers and acquisitions, capital financing, and proceeds from 1031 tax-deferred exchanges; financial custody services, namely, the receipt and custody of the financial documents and financial assets of others; Class 042: providing temporary use of online non-downloadable software for enabling users to access information and documents in connection with financial and corporate transactions; providing temporary use of online non-downloadable software for the collection of required information for payments administration services and the collection of required documents and information associated with the closing of financial and corporate transactions; providing temporary use of online non-downloadable software enabling users to collect, verify and report financial and business information and documents in support of financial and corporate transactions
Providing mutual, hedge, exchange-traded, closed end fund, and SMA fund performance services; providing financial attribution and risk factor attribution in the nature of financial risk assessment services; providing financial services in the nature of financial market scenario analytics, financial risk measurement and fund exposure reporting, namely, financial reporting on topics of risk reward projections, market cap, region exposure, credit quality, maturity evaluations, and results from market scenario analysis, fund comparisons and correlations, none of the foregoing offered to credit union members, or including or encompassing credit union services | Providing online non-downloadable software platforms for use as a financial modeling tool that enables users to perform risk measurement and financial market scenario analytics, none of the foregoing offered to credit union members, or including or encompassing credit union services
PROVIDING AN ON-LINE SEARCHABLE DATABASE FEATURING INFORMATION ABOUT FINANCIAL ASSETS TO FINANCIAL ORGANIZATIONS; FINANCIAL SERVICES, NAMELY, THE INTEGRATION, AGGREGATION, AND ANALYSIS OF FINANCIAL DATA, FINANCIAL ASSETS, FINANCIAL RESEARCH AND FINANCIAL TRANSACTIONS BY ELECTRONIC MEANS; BUSINESS DATA COLLECTION AND ANALYSIS; BUSINESS DATA ANALYSIS SERVICES IN THE FIELD OF FINANCE; COLLECTION AND ANALYSIS OF DATA FOR BUSINESS PURPOSES; COMPILING AND DISTILLING REAL-TIME AND OTHER DATA INTO A FORM FOR USE IN ANALYSIS FOR BUSINESS PURPOSES; "INTERMEDIARY" OR "ANALYTICS"; PROVIDING AN ONLINE, NON-DOWNLOADABLE INFORMATION DELIVERY, MANAGEMENT AND REPORTING SOFTWARE PLATFORM VIA A GLOBAL COMPUTER NETWORK TO ENABLE ACCESS, INTEGRATION, AGGREGATION AND ANALYSIS OF FINANCIAL DATA, MONITORING OF FINANCIAL MARKETS, AND COMPLIANCE MANAGEMENT
financial services, namely, automated loan reporting services in the field of loan administration; providing web-based online loan administration services, namely, automated loan reporting services; providing a website of loan information for trend analysis, compliance testing of loans of others to assure compliance with client-provided transaction specific thresholds, reporting and alerts in the field of loan administration; providing online non-downloadable software to enable users to access, view and manage loan information, perform trend analysis, generate reports, provide compliance test results, and send alerts in the field of loan administration
Computer software for trading of collateralized financial products and commodities, managing in the nature of granting and verifying pre-trade collateral assets, accessing and displaying securities financing information, capturing and matching of financial trade related data, netting and allocating financial trades, monitoring and facilitating financial trade and account reconciliation, confirmation of financial trades, messaging relating to post-trade activities, calculating and monitoring of credit limits and credit utilization, calculating, optimizing, and financial analysis of financial product portfolios | Financial services, namely, electronic financial trading services of collateralized financial products and commodities; financial calculation services for the execution or broking of financial products; financial management in the field of pre-trading of collateral assets; securities financing services; securities trade execution services featuring capture and matching of financial trade related data, netting and allocating financial trades, financial trade and account reconciliation, and financial trade confirmation services; providing on-line financial calculators in the field of credit limits and utilization; financial analysis featuring the calculation and optimization of financial product portfolios; and the provision of information and consultancy services in relation to the aforesaid services | Providing an online transaction management and reporting non-downloadable software platform that enables users to trade collateralized financial products and commodities, view trading and settlement activity with respect to the aforesaid financial products, managing financial accounts, and accessing and using pre-trade collateral management and optimization tools in the nature of calculating, optimizing, and financial analysis of financial collateral product portfolios; Providing on-line, non-downloadable, internet-based software for recording, maintaining and monitoring credit limits versus credit utilization for investment products
[ Computer software to enable users to manage their financial and investment accounts, view trading and settlement activity with respect to financial assets, investment account and portfolio information and investment performance and risk measurement information, and access and view their individual transactions and account information ] | Providing financial and investment trading of financial instruments, securities, shares, options and other derivative products, investment distribution of proceeds from trading of financial instruments, securities, shares, options and other derivative products, investment settlement in the nature of collection of proceeds owed from settlements, debt settlement services, investment risk assessment and investment management services to others; providing digitized financial and financial investment related information for use by others | Providing an online, non-downloadable information delivery, transaction management and reporting software platform via a global computer network to enable users to manage their financial and investment accounts, view trading and settlement activity with respect to financial assets, investment account and portfolio information and investment performance and risk measurement information, and access and view their individual transactions and account information
financial and investment services, namely, investment management services, management of collateral, collateral obligations and collateral requirements of investors and custodial and transfer services dealing with collateral
Banking and financial services, namely, financial advisory services; corporate trust services, namely, financial trust operations; trust and estate trust management services; securities custody services; and depositary receipts services, namely, securities deposit services; [ Fund and portfolio accounting, administration and reconciliation of accounts on behalf of others, and business management and administration services ]
Financial services, namely, issuance of certificates of deposit, distribution of certificates of deposit; and, financial administration services, namely, providing ownership documentation relating to certificates of deposit; "CD"
Class 036: Financial services, namely, providing foreign exchange execution, settlement and reporting services to broker-dealers, all via a global communication network
Class 036: Financial investment brokerage services featuring individual money market investments, including commercial paper, U.S. treasuries, discount notes and certificates of deposit
PROVIDING FINANCIAL RISK MONITORING AND RISK MANAGEMENT SERVICES TO INDIVIDUALS AND INSTITUTIONS HAVING PORTFOLIOS WITH SECURITIES AND OTHER FINANCIAL ASSETS; "RISK"
