Class 041
Education and Entertainment Services
Financial software systems, namely, wealth management software and software systems for use in the field of financial management, user input, transaction processing, compliance, forms management and completion, investment tracking and review, investment reporting, portfolio review, portfolio management, financial instruments trade management, financial instruments trade tracking, and customer information.
Class 042
Computer & Software Services & Scientific Services
Services ancialliary to the use of software used by financial services providers, namely, software design, customization, installation, testing, support, trobleshooting, maintenance, training, and upgrades; provision of users, reference and maintenance documentation and development of product information; provision of regulatory and tax updates; conversion of financial information and customer information between financial management systems; project management in the field of financial services; hosting client servers, namely power back up, system back up, security, installation, setup and configuration, network services; application service provider (ASP) namely hosting computer software applications of others; featuring software in the field of enterprise wealth management; software customization services; software conversion services, namely, financial and non financial data conversion for others; computer project management services.