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| Application Number | 2591737 |
| Trademark Status | Registered |
| Trademark Class | 9 |
| Trademark Description | Computer software, namely, software used for financial portfolio management, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking management, investment billing management, investment account billing, receivables tracking, revenue distribution and reporting, financial instruments trading compliance, management of margin, financing and stock borrow requirements; computer software, namely, research management software for the collection, editing, organizing, modifying, bookmarking, transmission, storage and sharing of data and information; computer software, namely, customer relationship software for use by financial portfolio managers and financial advisors. |
| Application Date | 2013-09-04 |
| Journal No. | 1757-0 |
| Journal Date | 2016-08-08 |
| Proprietor Name | Advent Software, Inc. |
| User Details | 2023-09-04 |
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