About 1 Trademarks found for “TOTAL FINANCIAL MANAGEMENT "AS A SERVICE"”

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.

Services ancillary to the use of software used by financial service providers, namely, software design, customization, installation, testing, support, troubleshooting, maintenance, training, and upgrades; provision of user, 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; housing client servers, namely power back up, system back up, security, installation, set up 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.