on 16 Jan 2019
Last Applicant/ Owned by
Vestmark, Inc.
100 Quannapowitt Parkway, Suite 205 Wakefield MA 01880
, ,
Serial Number
UK00801459921 filed on 16th Jan 2019
Registration Number
UK00801459921 registered on
10th Sept 2019
Correspondent Information
Thomas D. Bratschun Adsero IP
8210 Southpark Terrace Littleton CO 80120
,
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.
UK00801459921
Word
Individual