Advent Software, Inc. (P) vs ADVENT AI, INC. (D)

Computer services, namely, installation and maintenance of computer software; technical consultation with respect to computer software; computer consulting and advisory services, namely, computer systems implementation, systems integration, systems implementation consultation, and education and training in the use of software applications

Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; computer software, and manuals sold as a unit, for transmitting information related to investment tracking portfolio and data analysis and management, investment reporting, or investment performance measurement via electronic communications networks

Research management software, namely, computer software for the collection, editing, organizing, modifying, bookmarking, transmission, storage and sharing of data and information

Class 009: Research management software, namely, computer software for the collection, editing, organizing, modifying, bookmarking, transmission, storage and sharing of data and information

Class 009: Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement and analysis, financial instrument trades tracking, account reconciliation and accounting, investment revenue management, investment billing management, and investment account billing, receivables tracking, revenue distribution and reporting

"AI"; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for document creation from supplied data, optical character recognition (OCR), machine learning, natural language processing, text to speech, speech to text, voice recognition, machine vision, foundation model tuning, AI model prompt engineering, data analytics and prediction; Computer software development; Computer software development in the field of mobile applications; Design and development of computer software; Developing customized software for others; Research and development of computer software; Software as a service (SAAS) services featuring software for cloud based hosting, data storage, user authentication services, web and mobile applications hosting and management, API provision and management, and software integration; Software as a service (SAAS) services featuring software using artificial intelligence for document creation from supplied data, optical character recognition (OCR), machine learning, natural language processing, text to speech, speech to text, voice recognition, machine vision, foundation model tuning, AI model prompt engineering, data analytics and prediction; Software design and development