USPTO Trademark 88439576

Trademark Facts

Goods & Services

Downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, asset management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, customer-relationship management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data integration; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-territory management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analytics, reporting, and visualization; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data security; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, mobile data access; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-data management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction validation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, consolidating and correlating asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data by sales territory; Downloadable computer software for tracking transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, generating reports on asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, contact management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, integrating third-party data with proprietary data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, client relationship management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, cleansing sales data by detecting and removing duplicate data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction reconciliation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, summarizing asset, entity and sales data by way of dashboards and traditional reports; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, measuring sales-data details; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing market-share data by zip code and sales territory; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying competitive financial goods and services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying optimal office locations for new marketing campaigns; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, correlating incoming data with existing data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing sales data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining and applying territory- and channel-management rules; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining sales territories based on line-of-business, company, geography, and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing, optimizing, and realigning sales territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing the potential effects of a realignment of sales-territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, providing a hierarchal view of relationships between companies, offices, representatives, and support staff; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, reading, transforming, and loading data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, manually reconciling transactions and other input that cannot be reconciled automatically; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, controlling how data is shared; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, assigning sales prospects using rules based on line-of-business, company, geography and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, setting sales goals and track production against territory assignments; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying high-potential sales prospects and track campaign effectiveness downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, implementing an account-servicing workflow; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, profiling, categorizing, and tracking investors

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