CALYPSO TREASURY FOUNDATIONS

What this means for you

Registered since 13 Feb 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

90590538

Registration number

7305176

Mark type

Stylized text

Filed

19 Mar 2021

Published for opposition

21 Jun 2022

Registered

13 Feb 2024

Attorney of record

Bret J. Danow

Goods and services

• Class 042 — Scientific and technological services: Providing temporary use of non-downloadable cloud-based software to facilitate treasury management and cash and liquidity management; Providing temporary use of non-downloadable cloud-based software for automating financial trading processes and consolidating data to improve decision making relating to funding, liquidity, foreign exchange, and interest rates; Providing temporary use of non-downloadable cloud-based software for trading, facilitating risk management, back office processing and accounting that consolidates treasury data and operations into a single solution in the nature of a program application for trading, facilitating risk management, settlement and accounting covering all aspects of funding, trading, risk, liquidity management and finance functions; Providing temporary use of non-downloadable cloud-based software for providing a real-time dashboard to pilot treasury activity and analysis to monitor notional and interest rate gaps; Providing temporary use of non-downloadable cloud-based software for daily monitoring of end of day valuations, risk and profit and loss (PL) calculations, payment reconciliation and accounting entries for trading strategies including pre-deal and post-deal limit checks, and covering credit risk and settlement risk; Providing temporary use of non-downloadable cloud-based software for streamlining treasury operations, namely, trade capture, trade pricing and valuations, intra-day and end of day risk and profit and loss calculations, trade confirmations, settlement of cash and securities and accounting transactions and related trade processing workflows by enabling exception based straight-through processing of a trade starting from capture, and all of the way through life cycle events, confirmations, settlement and accounting, including validation and matching of messages and regulatory reporting to regulators; Providing temporary use of non-downloadable cloud-based software featuring pre-loaded blank report templates for generating risk and regulatory reports, client statements, process automation workflows in connection with trades, lifecycle, settlement, messages, inventory, accounting and audit operations

Owner

• ADENZA, INC., NEW YORK, NY, US
• ADENZA, INC., NEW YORK, NY, US
• Calypso Technology, Inc., New York, NY, US
• Calypso Technology, Inc., New York, NY, US

Prior registrations

• Registration 2769418

Prosecution history

• 13 Feb 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
• 13 Feb 2024 — REGISTERED-PRINCIPAL REGISTER
• 09 Jan 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
• 08 Jan 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
• 12 Dec 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 12 Dec 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 12 Dec 2023 — ASSIGNED TO LIE
• 13 Jul 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 21 Jun 2023 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
• 21 Jun 2023 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
• 30 Mar 2023 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 30 Mar 2023 — NON-FINAL ACTION E-MAILED
• 30 Mar 2023 — SU - NON-FINAL ACTION - WRITTEN
• 04 Mar 2023 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
• 03 Mar 2023 — STATEMENT OF USE PROCESSING COMPLETE