Mark Identification

PORTFOLIOCENTER

Serial Number

76386662

Filing Date

Mar 22, 2002

Registration Date

May 17, 2005

Trademark by

TAMARAC INC.

Active Trademark

Classification Information

Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments

Electrical and Scientific Apparatus

Data processing services for others

Advertising and Business

Providing information for investment professionals, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks

Insurance and Financial

Educational services, namely, providing training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management

Education and Entertainment

Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet

Computer and Scientific