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
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
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
[ downloadable software application for the automatic transmission of mutual fund information ]
Owned by: Confluence Technologies, Inc.
Serial Number: 76025058
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
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
FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS
Owned by: Confluence Technologies, Inc.
Serial Number: 76396297
UNITY
Filed: November 6, 2007
Financial information provided by electronic means
Owned by: Confluence Technologies, Inc.
Serial Number: 77322440
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
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
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
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
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.
Financial information provided by electronic means
Owned by: Confluence Technologies, Inc.
Serial Number: 78758060
THE FUND ADMINISTRATION PLATFORM
Financial information provided by electronic means
Owned by: Confluence Technologies, Inc.
Serial Number: 78977944
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
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
Filed: May 27, 2016
Investment reports and financial statements
Owned by: Confluence Technologies, Inc.
Serial Number: 87051972
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
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
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
Filed: August 11, 2016
Financial information provided by electronic means
Owned by: Confluence Technologies, Inc.
Serial Number: 87975673
