ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
10/04/2023
Back to search
Official data from USPTO
ENFUSION
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
24
Latest update
10/04/2023
Trademark type
Combined
Nice classes
9, 36, 42
Filing date
03/08/2021
Registration date
10/25/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/25/2022
Last transaction
06/09/2023
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
07/17/2021
First use in commerce
07/17/2021
Drawing code
3
Owner type
16
Owner location
Chicago, IL
Examiner
YARD, JOHN
Law office
M60
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of the word "ENFUSION" to the right of 12 circles of varying size arranged to form a diamond shape.
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
Downloadable 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; Downloadable 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; Downloadable 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; downloadable 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; Downloadable 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 platforms for use in investment and portfolio management; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms 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 platforms 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 platforms 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 platforms 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 platforms for visual analysis of financial and portfolio data; Providing temporary use of online non-downloadable 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; Providing temporary use of online non-downloadable 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; Providing temporary use of online non-downloadable 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; Providing temporary use of online non-downloadable 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; Providing temporary use of online non-downloadable software for visual analysis of financial and portfolio data
Publications
History of USPTO decisions and trademark events.
24 publications found
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
10/25/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
10/25/2022
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/20/2022
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/19/2022
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/16/2022
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/16/2022
IUAF
USE AMENDMENT FILED
07/29/2022
EISU
TEAS STATEMENT OF USE RECEIVED
07/29/2022
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
02/01/2022
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/07/2021
PUBO
PUBLISHED FOR OPPOSITION
12/07/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/17/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/03/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/02/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/02/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/02/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/30/2021
GNRT
NON-FINAL ACTION E-MAILED
09/30/2021
CNRT
NON-FINAL ACTION WRITTEN
09/30/2021
DOCK
ASSIGNED TO EXAMINER
09/29/2021
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
06/08/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/06/2021
NWAP
NEW APPLICATION ENTERED
03/11/2021
Continuous trademark protection
Get notified about every new filing that threatens ENFUSION or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.