| PERSONALIZED INVESTING AT SCALE Vestmark, Inc.
97268235 15 Feb 2022 | on 09 Jan 2024
| Software as a service (SAAS) services featuring software for managing ... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions | | | TAP Vestmark, Inc.
86399953 19 Sep 2014 | on 16 Feb 2023
| Software as a service (SAAS) services featuring software for managing ... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service (SAAS) services featuring software for managing investment accounts for use by investment portfolio managers, broker-dealers, bank trusts and financial institutions | | | PORTFOLIOONE Vestmark, Inc.
86399951 19 Sep 2014 | on 17 Jun 2022
| Software as a service (SAAS) services featuring software for managing ... Class 042 Class 042 Computer & Software Services & Scientific Services PORTFOLIO ONE | | | TAILORED ADVISORY PORTFOLIO Vestmark, Inc.
86399948 19 Sep 2014 | on 01 Jun 2022
| Software as a service (SAAS) services featuring software for managing ... Class 042 Class 042 Computer & Software Services & Scientific Services "ADVISORY PORTFOLIO" | | | UNIFIED WEALTH MANAGEMENT Vestmark, Inc.
86399939 19 Sep 2014 | on 19 Nov 2020
| Software as a service (SAAS) services featuring computer software for ... Class 042 Class 042 Computer & Software Services & Scientific Services "WEALTH MANAGEMENT" | | | VESTMARKONE Vestmark, Inc.
86399946 19 Sep 2014 | on 25 Sep 2020
| Software as a service (SAAS) services featuring software for wealth ma... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management | | | VESTMARK Vestmark, Inc.
88062521 02 Aug 2018 | on 11 Jun 2019
| Software as a service (SAAS) services featuring software for wealth ma... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management | | | Logo Mark Vestmark, Inc.
88062524 02 Aug 2018 | on 11 Jun 2019
| Software as a service (SAAS) services featuring software for wealth ma... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management | | | VESTMARK Vestmark, Inc.
88062517 02 Aug 2018 | on 11 Jun 2019
| Software as a service (SAAS) services featuring software for wealth ma... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management | | | Logo Mark Vestmark, Inc.
88062520 02 Aug 2018 | on 11 Jun 2019
| Software as a service (SAAS) services featuring software for wealth ma... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management | | 
