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Class 036: financial services, namely, automated billing payment and payment processing services provided via a website to enable businesses to receive, process and manage payments from their customers; billing payment services provided via a website; Class 042: providing online non-downloadable software to enable business users to manage and automate their billing and payment processes and permit payments from the internet, automated voice systems, call centers, one time payments and recurring debit programs
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 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
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
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 FINANCIAL RISK MONITORING AND RISK MANAGEMENT SERVICES TO INDIVIDUALS AND INSTITUTIONS HAVING PORTFOLIOS WITH SECURITIES AND OTHER FINANCIAL ASSETS; "RISK"
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
Class 036: Financial services, namely, multiple currency and foreign exchange transaction services in the nature of providing, processing, facilitating, monitoring, tracking and collecting individual and batched payments and payments to and from financial account in multiple currencies; electronic payment processing services involving electronic processing and subsequent transmission of bill payment data; clearing and reconciling financial transactions in the nature of payments in multiple currencies via a global computer network; financial advisory and information services in the field of multiple currency and foreign exchange payment transactions; financial transaction services, namely, multiple currency and foreign exchange transaction services provided via a website with an information delivery, transaction management, and reporting platform
Fund and portfolio accounting, administration and reconciliation of accounts on behalf of others, and business management and administration services | BANKING AND FINANCIAL SERVICES; INVESTMENT MANAGEMENT AND ADVISORY SERVICES; CORPORATE TRUST SERVICES; TRUST AND ESTATE MANAGEMENT SERVICES; SECURITIES CUSTODY, PROCESSING, LENDING, CLEARING AND EXECUTION SERVICES; AND DEPOSITARY RECEIPTS SERVICES
Class 036: Financial asset management; Financial advisory services, namely, creation and maintenance of personalized finalized financial strategies for individuals and businesses
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