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The International trademark ENFUSION was filed as Word mark on 12/19/2018 at the World Intellectual Property Organization.
| Trademark form | Word mark |
| File reference | 1452163 |
| Countries | 
|
| Base trademark |
No. 88015920,
June 26, 2018
|
| Application date | December 19, 2018 |
| Expiration date | December 19, 2028 |
Trademark owner
Suite 750,
125 S. Clark Street
US
125 S. Clark Street
US
Trademark representatives
2 International Place
Boston MA 02110
US
goods and services
09
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
36
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
42
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
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| August 25, 2022 | 2022/35 Gaz | JP | RAW: Rule 18ter(2)(ii) GP following a provisional refusal |
| August 24, 2022 | 2022/39 Gaz | CA | Rejection |
| April 29, 2022 | 2022/17 Gaz | MX | Rejection |
| January 17, 2022 | 2022/3 Gaz | KR | Rejection |
| November 30, 2021 | 2021/48 Gaz | CH | Rejection |
| November 4, 2021 | 2021/44 Gaz | JP | Rejection |
| July 13, 2021 | 2021/28 Gaz | AU | Rejection |
| March 8, 2021 | 2021/10 Gaz | BX | Rejection |
| December 3, 2020 | 2020/50 Gaz | US | Correction |
| July 1, 2020 | 2020/30 Gaz | SG | RAW: Rule 18ter(2)(ii) GP following a provisional refusal |
| November 11, 2019 | 2019/46 Gaz | IN | Rejection |
| August 2, 2019 | 2019/32 Gaz | EM | Rejection |
| May 10, 2019 | 2019/20 Gaz | SG | Rejection |
| April 26, 2019 | 2019/19 Gaz | CN | Rejection |
| December 19, 2018 | 2019/7 Gaz | US | Registration |
ID: 141452163