ALTS BRIDGE Trademark

Software as a service (SAAS) services featuring an online, non-downloadable information delivery, transaction management and reporting software platform for enabling individual investors, financial advisors and wealth intermediaries to manage alternative investments through the investment lifecycle; software as a service (SAAS) services featuring an online, non-downloadable information delivery, transaction management and reporting software platform for enabling individual investors, financial advisors and wealth intermediaries to discover, research, analyze, execute, trade, and settle alternative investments; software as a service (SAAS) services featuring an online, non-downloadable information delivery, transaction management and reporting software platform for providing individual investors, financial advisors and wealth intermediaries with access to interactive tools for analyzing and modeling alternative investment portfolios, for forecasting and projecting risks, income and liquidity associated with alternative investments, for automating financial advisor permissions and alerts, for preparing trade proposals, presentations, and marketing materials for alternative investments, for generating, reviewing and signing documents associated with the trading of alternative investments, for post-trade cash processing and for reviewing and managing tax, performance, risk, and regulatory and self reporting requirements associated with alternative investments; software as a service (SAAS) services featuring an online, non-downloadable information delivery, transaction management and reporting software platform for enabling individual investors, financial advisors and wealth intermediaries to access financial information and educational resources in the field of alternative investments; software as a service (SAAS) services featuring an online, non-downloadable information delivery, transaction management, and reporting software platform for providing individual investors, financial advisors and wealth intermediaries with access to personalized financial news and curated investment options and strategies in the field of alternative investments; software as a service (SAAS) services featuring an online non-downloadable information delivery, transaction management and reporting software platform for enabling individual investors, financial advisors and wealth intermediaries to monitor the progress of client and investment onboarding in the field of alternative investments