ADVENT SOFTWARE, INC. Trademarks
THE PROFESSIONAL PORTFOLIO

THE PROFESSIONAL PORTFOLIO

Filed: August 30, 1984
COMPUTER PROGRAMS FOR USE IN THE FIELD OF FINANCIAL MANAGEMENT
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 73497199

INVESTOR'S ADVANTAGE

INVESTOR'S ADVANTAGE

Filed: April 4, 1986
COMPUTER PROGRAMS
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 73591668

ADVENT SOFTWARE, INC.

ADVENT SOFTWARE, INC.

Filed: April 20, 1987
LICENSING COMPUTER SOFTWARE TO OTHERS
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 73655973

GENEVA

GENEVA

Filed: March 11, 1991
financial software for micro computers
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 74146150

AXYS

AXYS

Filed: September 22, 1993
computer software, and manuals sold as a unit, for investment tracking, portfolio analysis, investment reporting, or investment…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 74438902

MOXY

MOXY

Filed: June 16, 1994
computer software, and manuals sold as a unit, for use in tracking and managing investments and financial instrument trades…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 74538558

QUBE

QUBE

Filed: April 21, 1995
computer software and manuals sold as a unit for use in the field of finance and portfolio management
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 74664258

AXYS FOR GROWING ADVISORS

AXYS FOR GROWING ADVISORS

Filed: January 28, 1997
computer software, and manuals sold as a unit, for investment tracking, portfolio analysis, investment reporting, or investment…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 75232311

AXYS PARTNER

AXYS PARTNER

Filed: January 28, 1997
software for use in accounting
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 75232601

ADVENT PARTNER

ADVENT PARTNER

Filed: April 4, 1997
software for use in accounting
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 75269459

SECOND STREET SECURITIES

SECOND STREET SECURITIES

Filed: May 12, 1997
security brokerage
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 75289982

REX

REX

Filed: December 9, 1997
computer software for financial institutions for reconciliation of accounts
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 75405569

ADVENT OFFICE

ADVENT OFFICE

Filed: June 11, 1998
COMPUTER SOFTWARE FOR DATA WAREHOUSE CREATION, OPERATION AND MANAGEMENT; COMPUTER SOFTWARE FOR USE IN FINANCE OR INVESTMENT…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 75500706

ADVENT WAREHOUSE

ADVENT WAREHOUSE

computer software for data warehouse creation, operation and management for use in the fields of financial management, investment…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 75553388

ADVENT BROWSER REPORTING

ADVENT BROWSER REPORTING

computer software, and manuals packages as a unit, for transmitting information related to investment tracking, portfolio…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 75629327

ADVISORMART

ADVISORMART

Data processing services in the field of financial portfolio management
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 75904971

ADVENT TRUSTEDNETWORK

ADVENT TRUSTEDNETWORK

financial services, namely, providing on-line financial data gathering and reporting services for the exchange over a global…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76107759

ADVENT TRUSTED NETWORK

ADVENT TRUSTED NETWORK

financial services, namely, providing on-line financial data gathering and reporting services for the exchange over a global…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76108111

KINEXUS

KINEXUS

PREPARING BUSINESS REPORTS; COMPUTER DATA BASE MANAGEMENT; DATA PROCESSING IN THE FIELD OF BUSINESS AND ACCOUNTING; AND…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76167003

KINEXUS

KINEXUS

providing financial information by electronic means including electronic mail, video teleconferencing and telephone
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76167404

TOTAL WEALTH INTELLIGENCE

TOTAL WEALTH INTELLIGENCE

providing accounting information via electronic means, including electronic mail, video teleconferencing and telephone
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76175654

TOTAL WEALTH INTELLIGENCE

TOTAL WEALTH INTELLIGENCE

PREPARING BUSINESS REPORTS; COMPUTER DATA BASE MANAGEMENT; DATA PROCESSING IN THE FIELD OF BUSINESS AND ACCOUNTING; AND…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76175666

ADVENT

ADVENT

Filed: April 27, 2001
Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76248011

ADVENT INX

ADVENT INX

computer software and instructional manuals sold as a unit for use to display, report, track, calculate, customize and manage…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76254027

ADVENT

ADVENT

Filed: November 27, 2001
Application service provider services, namely, hosting computer software applications on a computer server for a global…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76342225

ADVENT OUTSOURCE

ADVENT OUTSOURCE

Application service provider services, namely, hosting computer software applications on a computer server for a global…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76342226

WEALTHLINE

WEALTHLINE

Computer software, namely, software enabling the providing of information over computer networks and global communication…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76342536

ADVENT

ADVENT

Filed: December 3, 2001
Computer services, namely, installation and maintenance of computer software; technical consultation with respect to computer…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76344343

WEALTHLINE

WEALTHLINE

Providing information over computer networks and global communication networks in the fields of finance, investment, money…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76344776

MYADVENT

MYADVENT

Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76357003

ADV ENT

ADV ENT

Filed: January 17, 2002
Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76359829

SMARTCLICK

SMARTCLICK

Computer software, namely, software for the purpose of enabling navigation, and the transportation of data, among and between…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76399010

ADVENT CORPORATE ACTIONS

ADVENT CORPORATE ACTIONS

Filed: October 28, 2002
Providing business data and reports concerning corporate financial instruments, ownership structure, bankruptcy, reorganization…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 76462609

ADVENT PERFORMANCE ANALYTICS

ADVENT PERFORMANCE ANALYTICS

Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 77205064

TIER1CRM

TIER1CRM

Filed: June 23, 2008
Customer relationship management services
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 77505045

ADVENT OUTSOURCING SERVICES

ADVENT OUTSOURCING SERVICES

Application service provider services, namely, hosting computer software applications on a computer server for a global…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 77814064

TAMALE RMS

TAMALE RMS

Computer software for the collection, editing, organizing, modifying, bookmarking, transmission, storage and sharing of…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 77864756

ADVENT PACKAGER

ADVENT PACKAGER

Computer software, namely, software for use in investor reporting, statement generation, and workflow automation in the…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 78149243

TAMALE

TAMALE

Business consultation and information services relating to the collection, preparation, composition, storage, processing…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 78357860

TAMALE

TAMALE

Filed: January 27, 2004
Computer software for the collection, editing, organizing, modifying, bookmarking, transmission, storage and sharing of…
Owned by: ADVENT SOFTWARE, INC.
Serial Number: 78357909