SS&C Technologies, Inc. Trademarks Page 1

SS&C Technologies, Inc. Trademarks

PORTIA

Filed: December 28, 1987
COMPUTER PROGRAMS FOR PORTFOLIO MANAGEMENT
Owned by: SS&C Technologies, Inc.
Serial Number: 73702879

DBC

Filed: September 11, 1996
computer software for structuring and analysis of fixed income securities
Owned by: SS&C Technologies, Inc.
Serial Number: 75164491

Filed: September 13, 2002
computer software for use by investment brokers in automated electronic trade entry, trade processing, transaction reporting…
Owned by: SS&C Technologies, Inc.
Serial Number: 78164123

I-RISK

Software as a service (SAAS) services, namely, hosting software for use by others that enables the user to manage and monitor…
Owned by: SS&C Technologies, Inc.
Serial Number: 85793621

AM-RISK

Software as a service (SAAS) services, namely, hosting software for use by others that enables the user to manage and monitor…
Owned by: SS&C Technologies, Inc.
Serial Number: 85793629

ADVENT OUTSOURCING SERVICES

Filed: August 2, 2017
Application service provider, namely, online managed hosting of software applications for data management in the fields…
Owned by: SS&C Technologies, Inc.
Serial Number: 87553421

ADVENT GENESIS

Filed: August 2, 2017
Computer software, namely, software for financial portfolio management, rebalancing portfolio construction, investment research…
Owned by: SS&C Technologies, Inc.
Serial Number: 87553531

SS&C FUNDHUB

Filed: October 9, 2017
Computer software for use in coordinating and management of investment portfolios; electronic storage software for storing…
Owned by: SS&C Technologies, Inc.
Serial Number: 87638909

SINGULAR INTELLIGENT TECHNOLOGY

Software for financial and investment portfolio management and data analysis
Owned by: SS&C Technologies, Inc.
Serial Number: 87773568

SINGULAR IT

Software for financial and investment portfolio management and data analysis
Owned by: SS&C Technologies, Inc.
Serial Number: 87773571

ADVENT TRANSPORT

Filed: February 12, 2018
Providing temporary use of online non-downloadable software for portfolio management, management, modification, and transmission…
Owned by: SS&C Technologies, Inc.
Serial Number: 87794856

SS&C

Filed: February 21, 2018
Computer Software for financial and investment portfolio construction and management, data management, analysis, modeling…
Owned by: SS&C Technologies, Inc.
Serial Number: 87806043

ADVENT LUMIS

Filed: April 10, 2018
Computer software, namely, accounting and monitoring software for use in the fields of quality management, quality evaluation…
Owned by: SS&C Technologies, Inc.
Serial Number: 87870658

LUMIS

GENEVA ENTERPRISE INFORMATION STORE

Filed: April 10, 2018
Computer software, namely, software for financial portfolio management and solutions
Owned by: SS&C Technologies, Inc.
Serial Number: 87870779

GENEVA EIS

Filed: April 10, 2018
Computer software, namely, software for financial portfolio management and solutions
Owned by: SS&C Technologies, Inc.
Serial Number: 87870781

SALENTICA ELEMENTS

Filed: April 10, 2018
Computer software for use in customer relationship management (CRM), namely, hosting computer software for collecting, organizing…
Owned by: SS&C Technologies, Inc.
Serial Number: 87871043

SALENTICA DATA BROKER

SS&C SINGULARITY

Filed: April 10, 2018
Software for financial and investment portfolio management and data analysis
Owned by: SS&C Technologies, Inc.
Serial Number: 87871216

GENEVA ELEMENTS

Filed: January 24, 2019
Computer software, namely, downloadable software for financial portfolio management and solutions; Computer software, namely…
Owned by: SS&C Technologies, Inc.
Serial Number: 88275647

SALENTICA ENGAGE

Filed: July 3, 2019
Downloadable computer software for use in customer relationship management (CRM), namely, computer software for collecting…
Owned by: SS&C Technologies, Inc.
Serial Number: 88499981

SS&C SMARTSOURCE

Filed: March 20, 2020
Software as a service (SaaS) featuring software for financial and investment portfolio management and data analysis; Platform…
Owned by: SS&C Technologies, Inc.
Serial Number: 88842678

BLACK DIAMOND WEALTH PLATFORM

Filed: May 27, 2020
Software as a service (SaaS) featuring software used for financial and investment portfolio construction and management,…
Owned by: SS&C Technologies, Inc.
Serial Number: 88936276

BLACK DIAMOND

SS&C TAX OPTIMIZER

Filed: July 27, 2020
Software as a service (SaaS) featuring software for financial planning and data analysis, investment management, and compliance…
Owned by: SS&C Technologies, Inc.
Serial Number: 90076254

SAVANTRX

Filed: August 13, 2020
software as a service (SAAS) services featuring software for use in formulary management
Owned by: SS&C Technologies, Inc.
Serial Number: 90112598

GENEVA SMARTSYNC

Filed: November 16, 2020
Computer software, namely, downloadable software for financial portfolio management and solutions; Computer software, namely…
Owned by: SS&C Technologies, Inc.
Serial Number: 90322901

SS&C TAX BRIGHTLINE

Filed: April 25, 2022
Software as a service (SAAS) featuring software for use with securities analysis, and tax assessment, analysis, compliance…
Owned by: SS&C Technologies, Inc.
Serial Number: 97380819

SS&C EVERYWHERE

Filed: February 24, 2023
Software as a service (SaaS) in the nature of software for enabling use of a computing platform offering multiple cloud-…
Owned by: SS&C Technologies, Inc.
Serial Number: 97810392

ALTSERVE

Filed: February 28, 2023
Electronic transmission for others of securities and financial information via computer linking services, namely, new account…
Owned by: SS&C Technologies, Inc.
Serial Number: 97815992

SS&C RENDEZVOUS

Filed: March 8, 2023
Software as a service (SaaS) featuring software for financial planning and investment portfolio analysis, integration of…
Owned by: SS&C Technologies, Inc.
Serial Number: 97828805

SALENTICA

Filed: February 7, 2024
Software-as-a-service (SaaS) services featuring financial services software for client relationship management (CRM), portfolio…
Owned by: SS&C Technologies, Inc.
Serial Number: 98395395

DOMANIRX

Filed: February 8, 2024
platform as a service (PaaS) services featuring software platforms to enable and optimize data analysis for the administration…
Owned by: SS&C Technologies, Inc.
Serial Number: 98398476