SPECIALIZED INFORMATION SERVICES
Filed: August 17, 1995
procurement of pricing for client with respect to mutual funds
Owned by: Vertical Management Systems, Inc.
Serial Number: 74716877
SPECIALIZED INFORMATION SERVICES
Filed: March 3, 1997
providing financial information by electronic means with respect to money market and income funds
Owned by: Vertical Management Systems, Inc.
Serial Number: 75249922
THE MUTUAL FUND DESK
Filed: March 13, 1998
software to assist in the processing and accounting for money markets and mutual funds
Owned by: Vertical Management Systems, Inc.
Serial Number: 75449622
PASADENA PENSIONS
Advice and administrative services related to retirement plans retirement savings and IRA accounts
Owned by: Vertical Management Systems, Inc.
Serial Number: 77433343
PERSONAL ADVICE RETIREMENT ACCOUNT
Retirement investment accounts that permit personalized, professional management of individual plan participant assets
Owned by: Vertical Management Systems, Inc.
Serial Number: 77925937
PERSONAL ADVICE RETIREMENT SOLUTION
Retirement accounting service, for maintaining participant books-and-records for single and multi-participant retirement…
Owned by: Vertical Management Systems, Inc.
Serial Number: 77925954
PERSONAL ADVICE RETIREMENT PLATFORM
Computer programs and computer software for maintaining participant books-and-records for single and multi-participant retirement…
Owned by: Vertical Management Systems, Inc.
Serial Number: 77929614
VMS LEADERS IN FINANCIAL TECHNOLOGY
Filed: August 25, 2017
Providing a database of mutual fund data, mutual fund reference data, equity and fixed income data, and other financial…
Owned by: Vertical Management Systems, Inc.
Serial Number: 87584212
