O3 DAILY PLATFORM
Mark Identification

O3 DAILY PLATFORM

Serial Number

86308797

Filing Date

Jun 13, 2014

Trademark by

OCTOBER THREE LLC

Classification Information

Actuarial services; Financial administration of retirement plans; Providing a web site that assists financial professionals and plan sponsors in the management of retirement accounts; Providing web-based administration for the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Financial services, namely, providing online stored value accounts in an electronic environment; Automated and online daily financial administration of retirement plans and retirement funds; Processing, administering and managing employee benefit plans concerning insurance and finance; Account and investment administration of retirement funds; Providing a web-based portal for providing daily valuation of participant retirement accounts and real-time status information of plan value; Providing a web-based online access portal for both retirement plan participants and sponsors in the form of single sign-on to view both defined benefit financial retirement plans and defined contribution financial retirement plans in one place

Insurance and Financial

Developing applications, software, and websites, for financial companies in the field of retirement plans and retirement benefits programs; Application service provider, namely, managing applications, software, and websites of others in the fields of retirement planning and retirement benefits program management and administration; Providing temporary use of online, non-downloadable software and applications for use as a calculation engine that links with custodians tying direct account assets to interest credits in the fields of retirement planning and retirement benefits program management and administration

Computer and Scientific