ENFUSION

Trademark usage description

downloadable computer software for use in managing a financial portfolio, namely, software that provides information about and executes counter-party Read More

Vienna Information

25 . 7 . 1

Surfaces or backgrounds covered with repeated geometrical figures or designsSurfaces ou fonds couverts de figures ou de motifs géométriques répétés

25 . 7 . 6

Surfaces or backgrounds covered with circles or ellipsesSurfaces ou fonds couverts de cercles ou d'ellipses

25 . 7 . 7

Surfaces or backgrounds covered with dotsSurfaces ou fonds couverts de points

26 . 4 . 3

Rhombs or squares standing on one of the corners thereofLosanges ou carrés sur pointe

26 . 4 . 10

Quadrilaterals containing one or more circles, ellipses or polygonsQuadrilatères contenant un ou plusieurs cercles, ellipses ou polygones

26 . 4 . 26

Quadrilaterals with cutout areasQuadrilatères avec des zones découpées

Classification Information

Class [009]
Downloadable computer software for use in managing a financial portfolio, namely, software that provides information about and executes counter-party integration, market data integration, over-the-counter (OTC) valuations, OTC margin calculations, instrument valuations, portfolio valuations, cash flow analysis, price sourcing, factor model integration, liquidity analysis, custom instrument tagging, fixed income calculations, trade and position reporting, allocation e-mails, reconciliation services, intraday and end-of-day affirmation and confirmation, tax lot management, foreign exchange (FX) exposure, FX relief, trade currency normalization, maturity and expiration management, hierarchy allocation, counter-party exposure, corporate action processing, dividend and interest withholding calculations, granular profit and loss (PandL) calculations, transaction history; downloadable computer software for use in placing and managing orders for financial transactions, namely, for use in executing broker integration, alternative trading system integration, regulatory reporting, pre- and post-trade compliance, portfolio rebalancing, portfolio adjustments, order communication and scheduling, conditional alerting, position reporting, order quantity calculators, allocation schemes, short locates, end-of-day trade delivery, trade blotter, and multi asset class coverage; downloadable computer software for use in managing financial transactions, namely, for use in fund accounting, fund reporting, double-entry general ledger, balance sheets, trial balances, profit and loss (PandL) statements and cash flows, net asset value (NAV) calculations, accrual and expense management, cash management, collateral management, net and gross fund return calculation, interest calculations, collateral management, chart of accounts, cash management, bond amortization and accretion, interest calculation, NAV per share calculations, accruals and expenses; downloadable computer software for risk management of investments, investment risk exposure calculation, financial instrument exposures, portfolio stress testing, currency exposure, value at risk (VaR) analysis, conditional value at risk (CVaR) analysis, option trading exposures, liquidity analysis; downloadable computer software for visual analysis of financial and portfolio data.

Classification kind code

Class [036]
Middle-office and back-office services for the asset management industry, namely, financial transaction reconciliation in the form of reconciliation of securities and option trades.

Classification kind code

Class [042]
Application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for use in investment and portfolio management; application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for use in portfolio management, namely, for counter-party integration, market data integration, over-the-counter (OTC) valuations, OTC margin calculations, instrument valuations, portfolio valuations, cash flow analysis, price sourcing, factor model integration, liquidity analysis, custom instrument tagging, fixed income calculations, trade and position reporting, allocation e-mails, reconciliation services, intraday and end-of-day affirmation and confirmation, tax lot management, foreign exchange (FX) exposure, FX relief, trade currency normalization, maturity and expiration management, hierarchy allocation, counter-party exposure, corporate action processing, dividend and interest withholding calculations, granular PandL calculations, transaction history; application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for use in the order and execution of financial transactions, namely, executing broker integration, alternative trading system integration, regulatory reporting, pre- and post-trade compliance, portfolio rebalancing, portfolio adjustments, order communication and scheduling, conditional alerting, position reporting, order quantity calculators, allocation schemes, short locates, end-of-day trade delivery, trade blotter, and multi asset class coverage; application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for managing investment fund accounting, namely, reporting, double-entry general ledger, balance sheets, trial balances, profit and loss (PandL) statements and cash flows, net asset value (NAV) calculations, accrual and expense management, cash management, collateral management, net and gross fund return calculation, interest calculations, collateral management, chart of accounts, cash management, bond amortization and accretion, interest calculation, NAV per share calculations, accruals and expenses; application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for use in risk assessment, namely, risk exposure calculation, financial instrument exposures, portfolio stress testing, currency exposure, value at risk (VaR) analysis, conditional value at risk (CVaR) analysis, option trading exposures, liquidity analysis; data warehousing; application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for visual analysis of financial and portfolio data.

Classification kind code

Mark Details

Serial Number

2131215

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 190 on 24^th Aug 2022	Registration Pending
Submitted for opposition 42 on 1^st Jun 2022	Advertised
Submitted for opposition 27 on 3^rd May 2022	Approval Notice Sent
Submitted for opposition 26 on 3^rd May 2022	Approved
Submitted for opposition 22 on 27^th Apr 2022	Search Recorded
Submitted for opposition 257 on 2^th Sept 2021	Designation Notification - Madrid Protocol
Submitted for opposition 1 on 1^st Sept 2021	Created
Submitted for opposition 31 on 1^st Sept 2021	Formalized
Submitted for opposition 30 on 3^rd Aug 2021	Filed
Submitted for opposition 228 on 10^th Jun 2021	International Registration

ENFUSION

Classification Information

Classification kind code

Class [036]Middle-office and back-office services for the asset management industry, namely, financial transaction reconciliation in the form of reconciliation of securities and option trades.

Classification kind code

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [036]
Middle-office and back-office services for the asset management industry, namely, financial transaction reconciliation in the form of reconciliation of securities and option trades.