| PORTFOLIOCENTER CLOUD Tamarac, Inc.
88757275 13 Jan 2020 | on 31 May 2022
| Providing temporary use of online non-downloadable cloud-based softwar... Class 042 Class 042 Computer & Software Services & Scientific Services PORTFOLIO CENTER CLOUD | | | ADVISOR REBALANCING Tamarac, Inc.
85062467 14 Jun 2010 | on 23 Mar 2022
| Application service provider featuring software for use in financial a... Class 042 Class 042 Computer & Software Services & Scientific Services Application service provider featuring software for use in financial account balancing and monitoring in the field of investments management | | | TAS Tamarac, Inc.
77828731 17 Sep 2009 | on 11 Feb 2022
| Financial services, namely management of third-party financial and/or ... Class 036 Class 036 Insurance & Financial Services Financial services, namely management of third-party financial and/or investment portfolios on behalf of investment advisors | | | ADVISORSERVICES Tamarac, Inc.
77828721 17 Sep 2009 | on 25 Feb 2020
| Financial services, namely, management of third-party financial and/or... Class 036 Class 036 Insurance & Financial Services ADVISOR SERVICES | | | ADVISOR CRM Tamarac, Inc.
77828710 17 Sep 2009 | on 25 Feb 2020
| Application service provider featuring software for use in financial a... Class 042 Class 042 Computer & Software Services & Scientific Services Application service provider featuring software for use in financial account balancing and monitoring in the field of investments management | | | TAMARAC Tamarac Inc.
77298581 08 Oct 2007 | on 24 Feb 2020
| Educational services in the field of training in the use and implement... Class 041 Class 041 Education and Entertainment Services Educational services in the field of training in the use and implementation of investment strategy management and software use Class 042 Class 042 Computer & Software Services & Scientific Services Application service provider featuring software for use in financial investment account rebalancing and monitoring the field of investments management | | | TAMARAC TRADING Tamarac, Inc.
87760688 18 Jan 2018 | on 04 Sep 2018 | Application service provider featuring software for use in portfolio m... Class 042 Class 042 Computer & Software Services & Scientific Services "TRADING" | | | TAMARAC CRM Tamarac, Inc.
87760679 18 Jan 2018 | on 04 Sep 2018 | Application service provider featuring software for use in portfolio m... Class 042 Class 042 Computer & Software Services & Scientific Services "CRM" | | | TAMARAC REPORTING Tamarac, Inc.
87760663 18 Jan 2018 | on 04 Sep 2018 | Application service provider featuring software for use in portfolio m... Class 042 Class 042 Computer & Software Services & Scientific Services "REPORTING" | | | PORTFOLIOCENTER TAMARAC INC.
76386662 22 Mar 2002 | on 09 Oct 2014
| Educational services, namely, providing training for investment adviso... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Educational services, namely, providing training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management Class 035 Class 035 Advertising, Business & Retail Services Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments Class 036 Insurance & Financial Services PORTFOLIO CENTER
Class 041 Education and Entertainment Services Providing information for investment professionals, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks
Class 042 Computer & Software Services & Scientific Services Data processing services for others | | 
