ENFUSION Trademark Information

Trademark by Enfusion Ltd. LLC

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, a...

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

Application platform as a service (APAAS) and platform as a service (PAAS) featuring software for use in investment and portfolio management; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software 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...

Classification Information

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Primary Class: Class Details:
Class (009)
Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
First Use Anywhere:: 1/1/2013
First Use In Commerce: 1/1/2013
Class (036)
Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere:: 1/1/2014
First Use In Commerce: 1/1/2014
Class (042)
Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
First Use Anywhere:: 1/1/2013
First Use In Commerce: 1/1/2013
General Information
Word mark: ENFUSION
Status/Status Date:
REGISTERED
5/7/2019
Serial Number: 88015920
Filing Date: 6/26/2018
Registration Number: 5743713
Registration Date: 5/7/2019
Goods and Services: 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; 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; 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; 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; Computer software for visual analysis of financial and portfolio data
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: 2/19/2019
Last Applicant/Owner:
Enfusion Ltd. LLC
Chicago, IL 60603
Mark Drawing Code: Standard Character Mark
Design Search:
(NO DATA)
Register Type: Principal
Disclaimer: (NOT AVAILABLE)
Correspondent:
WOMBLE BOND DICKINSON (US) LLP
2 INTERNATIONAL PLACE
BOSTON, MA 02110
Current Status:
REGISTERED
5/7/2019
Correspondent Search:
JENNIFER ITZKOFF is a correspondent of ENFUSION trademark.
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