NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
09/15/2025
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Official data from USPTO
ENFUSION
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ENFUSION
ST13
US500000088015920Class
9, 36, 42
Filing
88015920
Registration
5743713
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
09/16/2025
Trademark type
Word
Nice classes
9, 36, 42
Filing date
06/26/2018
Registration date
05/07/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/15/2025
Last transaction
09/16/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
2013-00-00
First use in commerce
2013-00-00
Drawing code
4
Owner type
16
Owner location
Chicago, IL
Examiner
CARROLL, DORITT
Current location
Historical data usage
Holders and representatives
Holders
Enfusion Ltd. LLC
Representatives
Nicholas B. Hawkins WOMBLE BOND DICKINSON (US) LLP
Technical classification
Nice Classes
Class 9Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Computer software for use in managing a financial portfoliosoftware that provides information about and executes counter-party integrationmarket data integrationover-the-counter (OTC) valuationsOTC margin calculationsinstrument valuationsportfolio valuationscash flow analysisprice sourcingfactor model integrationliquidity analysiscustom instrument taggingfixed income calculationstrade and position reportingallocation e-mailsreconciliation servicesintraday and end-of-day affirmation and confirmationtax lot managementforeign exchange (FX) exposureFX relieftrade currency normalizationmaturity and expiration managementhierarchy allocationcounter-party exposurecorporate action processingdividend and interest withholding calculationsgranular profit and loss (PandL) calculationstransaction history; Computer software for use in placing and managing orders for financial transactionsfor use in executing broker integrationalternative trading system integrationregulatory reportingpre- and post-trade complianceportfolio rebalancingportfolio adjustmentsorder communication and schedulingconditional alertingposition reportingorder quantity calculatorsallocation schemesshort locatesend-of-day trade deliverytrade blottermulti asset class coverage; Computer software for use in managing financial transactionsfor use in fund accountingfund reportingdouble-entry general ledgerbalance sheetstrial balancesprofit and loss (PandL) statements and cash flowsnet asset value (NAV) calculationsaccrual and expense managementcash managementcollateral managementnet and gross fund return calculationinterest calculationscollateral managementchart of accountscash managementbond amortization and accretioninterest calculationNAV per share calculationsaccruals and expenses; Computer software for risk management of investmentsinvestment risk exposure calculationfinancial instrument exposuresportfolio stress testingcurrency exposurevalue at risk (VaR) analysisconditional value at risk (CVaR) analysisoption trading exposuresliquidity analysis; Computer software for visual analysis of financial and portfolio data
Class 36
Middle-Office and Back-Office Services for the asset management industryfinancial transaction reconciliation in the form of reconciliation of securities and option trades
Class 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 managementfor counter-party integrationmarket data integrationover-the-counter (OTC) valuationsOTC margin calculationsinstrument valuationsportfolio valuationscash flow analysisprice sourcingfactor model integrationliquidity analysiscustom instrument taggingfixed income calculationstrade and position reportingallocation e-mailsreconciliation servicesintraday and end-of-day affirmation and confirmationtax lot managementforeign exchange (FX) exposureFX relieftrade currency normalizationmaturity and expiration managementhierarchy allocationcounter-party exposurecorporate action processingdividend and interest withholding calculationsgranular PandL calculationstransaction history; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software for use in the order and execution of financial transactionsexecuting broker integrationalternative trading system integrationregulatory reportingpre- and post-trade complianceportfolio rebalancingportfolio adjustmentsorder communication and schedulingconditional alertingposition reportingorder quantity calculatorsallocation schemesshort locatesend-of-day trade deliverytrade blottermulti asset class coverage; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software for managing investment fund accountingreportingdouble-entry general ledgerbalance sheetstrial balancesprofit and loss (PandL) statements and cash flowsnet asset value (NAV) calculationsaccrual and expense managementcash managementcollateral managementnet and gross fund return calculationinterest calculationscollateral managementchart of accountscash managementbond amortization and accretioninterest calculationNAV per share calculationsaccruals and expenses; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software for use in risk assessmentrisk exposure calculationfinancial instrument exposuresportfolio stress testingcurrency exposurevalue at risk (VaR) analysisconditional value at risk (CVaR) analysisoption trading exposuresliquidity 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
Publications
History of USPTO decisions and trademark events.
23 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
09/15/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/15/2025
E815
TEAS SECTION 8 & 15 RECEIVED
05/05/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/07/2024
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
10/04/2023
CCON
COUNTERCLAIM OPP. NO. 999999
05/17/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
05/07/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/19/2019
PUBO
PUBLISHED FOR OPPOSITION
02/19/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/30/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/11/2019
ALIE
ASSIGNED TO LIE
01/11/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/15/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/14/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/14/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/14/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/23/2018
GNRT
NON-FINAL ACTION E-MAILED
10/23/2018
CNRT
NON-FINAL ACTION WRITTEN
10/23/2018
DOCK
ASSIGNED TO EXAMINER
10/16/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/01/2018
NWAP
NEW APPLICATION ENTERED
06/29/2018
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