ENFUSION - Trademark Details
Status: 700 - Registered
Serial Number
88015920
Registration Number
5743713
Word Mark
ENFUSION
Status
700 - Registered
Status Date
2019-05-07
Filing Date
2018-06-26
Registration Number
5743713
Registration Date
2019-05-07
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2019-02-19
Attorney Name
Law Office Assigned Location Code
M70
Employee Name
CARROLL, DORITT
Statements
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
Goods and Services
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
Goods and Services
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 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 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 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 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 for visual analysis of financial and portfolio data
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; 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. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; 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.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2018-07-01
Primary Code
009
First Use Anywhere Date
2013-00-00
First Use In Commerce Date
2013-00-00
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2018-07-01
Primary Code
036
First Use Anywhere Date
2014-00-00
First Use In Commerce Date
2014-00-00
International 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; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2018-07-01
Primary Code
042
First Use Anywhere Date
2013-00-00
First Use In Commerce Date
2013-00-00
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
JENNIFER ITZKOFF
Address
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Madrid International Filings
Entry Number
1
Reference Number
A0081860
Original Filing Date USPTO
2018-12-19
International Registration Number
1452163
International Registration Date
2018-12-19
International Status Code
480
International Renewal Date
2028-12-19
Madrid History Events | ||
Date | Code | Description |
2019-08-07 | CBPCP | PARTIAL CEASING OF EFFECT TO BE PROCESSED |
2020-12-03 | SDRCV | SUBSEQUENT DESIGNATION RECEIVED |
2020-12-03 | SDSNT | SUBSEQUENT DESIGNATION SENT TO IB |
2019-09-05 | CBNAR | CEASING OF EFFECT REVIEWED - NO ACTION REQUIRED BY OFFICE |
2019-02-28 | CREAT | APPLICATION FOR IR REGISTERED BY IB |
2018-12-19 | NEWAP | NEW APPLICATION FOR IR RECEIVED |
2018-12-19 | ACERT | AUTOMATICALLY CERTIFIED |
2018-12-19 | APPST | IR CERTIFIED AND SENT TO IB |
2020-12-25 | PEXNX | SUBSEQUENT DESIGNATION PROCESSED BY IB |
Trademark Events
Event Date | Event Description |
2018-06-29 | NEW APPLICATION ENTERED IN TRAM |
2018-07-01 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2018-10-16 | ASSIGNED TO EXAMINER |
2018-10-23 | NON-FINAL ACTION WRITTEN |
2018-10-23 | NON-FINAL ACTION E-MAILED |
2018-10-23 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2018-12-14 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2018-12-14 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2018-12-14 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2018-12-15 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2019-01-11 | ASSIGNED TO LIE |
2019-01-11 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2019-01-30 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2019-02-19 | PUBLISHED FOR OPPOSITION |
2019-02-19 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2019-05-07 | REGISTERED-PRINCIPAL REGISTER |