Confluence Technologies, Inc. Trademarks
CONFLUENCE TECHNOLOGIES

CONFLUENCE TECHNOLOGIES

COMPUTER SOFTWARE CONSULTING SERVICES REGARDING THE ANALYSIS, DESIGN, DEVELOPMENT, TECHNICAL SUPPORT, AND MAINTENANCE OF…
Owned by: Confluence Technologies, Inc.
Serial Number: 75938013

DEMAND PERFORMANCE

DEMAND PERFORMANCE

MUTUAL FUND AND BENEFIT PLAN PORTFOLIO MANAGEMENT SOFTWARE FOR USE BY PROFESSIONAL INVESTMENT AND BENEFIT PLAN MANAGERS…
Owned by: Confluence Technologies, Inc.
Serial Number: 75938014

CONFLUENCE

CONFLUENCE

Filed: March 8, 2000
COMPUTER SOFTWARE CONSULTING SERVICES REGARDING THE ANALYSIS, DESIGN, DEVELOPMENT, TECHNICAL SUPPORT, AND MAINTENANCE OF…
Owned by: Confluence Technologies, Inc.
Serial Number: 75938015

FUNDSTATION

FUNDSTATION

Filed: March 8, 2000
COMPUTER SOFTWARE FOR USE IN THE MANAGEMENT OF REGISTERED AND UNREGISTERED INVESTMENT COMPANIES, BENEFIT PLANS, SEPARATE…
Owned by: Confluence Technologies, Inc.
Serial Number: 75938016

NAVFEED

NAVFEED

[ downloadable software application for the automatic transmission of mutual fund information ]
Owned by: Confluence Technologies, Inc.
Serial Number: 76025058

CONFLUENCE

CONFLUENCE

Filed: June 1, 2001
COMPUTER SOFTWARE CONSULTING SERVICES REGARDING THE ANALYSIS, DESIGN, DEVELOPMENT, TECHNICAL SUPPORT, AND MAINTENANCE OF…
Owned by: Confluence Technologies, Inc.
Serial Number: 76265834

Image Trademark

Image Trademark

Filed: June 1, 2001
COMPUTER SOFTWARE CONSULTING SERVICES REGARDING THE ANALYSIS, DESIGN, DEVELOPMENT, TECHNICAL SUPPORT, AND MAINTENANCE OF…
Owned by: Confluence Technologies, Inc.
Serial Number: 76265835

INDEXSTREAM

INDEXSTREAM

FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS
Owned by: Confluence Technologies, Inc.
Serial Number: 76396297

UNITY

UNITY

Filed: November 6, 2007
Financial information provided by electronic means
Owned by: Confluence Technologies, Inc.
Serial Number: 77322440

EXPECT IT

EXPECT IT

Filed: May 22, 2008
Computer software consulting services regarding the analysis, design, development, technical support, and maintenance of…
Owned by: Confluence Technologies, Inc.
Serial Number: 77481397

UNITY

UNITY

Filed: November 6, 2007
Computer software for use by professional administrators in the management of mutual funds, benefit plans, and similar portfolios…
Owned by: Confluence Technologies, Inc.
Serial Number: 77978178

ACHIEVE

ACHIEVE

Financial information provided by electronic means, namely, an on-line financial information processing service for creating…
Owned by: Confluence Technologies, Inc.
Serial Number: 78542663

CLEAR PORTFOLIO

CLEAR PORTFOLIO

Mutual fund and benefit plan portfolio management software for use by professional investment and benefit plan managers…
Owned by: Confluence Technologies, Inc.
Serial Number: 78542678

THE FUND ADMINISTRATION PLATFORM

THE FUND ADMINISTRATION PLATFORM

portfolio management software for the collection, creation, confirmation and delivery of financial information for management…
Owned by: Confluence Technologies, Inc.
Serial Number: 78758052

DONE RIGHT. DONE NOW.

DONE RIGHT. DONE NOW.

Financial information provided by electronic means
Owned by: Confluence Technologies, Inc.
Serial Number: 78758060

THE FUND ADMINISTRATION PLATFORM

THE FUND ADMINISTRATION PLATFORM

Financial information provided by electronic means
Owned by: Confluence Technologies, Inc.
Serial Number: 78977944

INDEXSTREAM

INDEXSTREAM

mutual fund and benefit plan portfolio management software for use by professional investment and benefit plan managers…
Owned by: Confluence Technologies, Inc.
Serial Number: 85078122

UNITY

UNITY

Filed: May 26, 2016
Business consulting services in the investment management industry, namely, consulting in relation to database management…
Owned by: Confluence Technologies, Inc.
Serial Number: 87050502

UNITY FINANCIAL REPORTING

UNITY FINANCIAL REPORTING

Filed: May 27, 2016
Investment reports and financial statements
Owned by: Confluence Technologies, Inc.
Serial Number: 87051972

UNITY NXT

UNITY NXT

Filed: May 31, 2016
Downloadable computer application software and cloud software for use by professionals in the investment management industry…
Owned by: Confluence Technologies, Inc.
Serial Number: 87054276

SYNAPSE

SYNAPSE

Filed: August 11, 2016
Downloadable computer application software and cloud software for use by professionals in the investment management industry…
Owned by: Confluence Technologies, Inc.
Serial Number: 87135197

SYNAPSE

SYNAPSE

Filed: November 23, 2016
Downloadable cloud-based software for use by professionals in the investment management industry to import, aggregate, and…
Owned by: Confluence Technologies, Inc.
Serial Number: 87246820

SYNAPSE

SYNAPSE

Filed: August 11, 2016
Financial information provided by electronic means
Owned by: Confluence Technologies, Inc.
Serial Number: 87975673