Legal Representation
Attorney
Naresh Kilaru
USPTO Deadlines
Next Deadline
57 days remaining
Notification of Non-Final Action E-Mailed
Due Date
September 05, 2025
Extension Available
Until December 05, 2025
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
6 events| Date | Code | Type | Description |
|---|---|---|---|
| Jun 5, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED |
| Jun 5, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN |
| Jun 5, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jun 5, 2025 | DOCK | D | ASSIGNED TO EXAMINER |
| May 24, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Dec 18, 2024 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 042
Platform as a service (PAAS) featuring platforms for use in financial accounting information and portfolio investment analytics, investor subscription and redemption request management, financial record keeping, investor management, investor transaction management, capital activities recording, tax information management, side letter and data management, and portfolio management; Platform as a service (PAAS) for providing access to financial research data, namely, net asset value statements, investment fund legal documents, investment fund audited reports and tax information, and for investor report distribution management; Platform as a service (PAAS) for providing access to investor portfolio and operations dashboards, investor profile databases; Platform as a service (PAAS) services providing notification of investor transaction requests, and review and approval processes for investor transaction requests; Software as a service (SAAS) services featuring software for use in investor communications, consolidated reporting services
First Use Anywhere:
20200100
First Use in Commerce:
20200100
Classification
International Classes
042