Mark Identification

WEALTHLINE

Serial Number

76342536

Filing Date

Nov 27, 2001

Registration Date

Jan 21, 2003

Trademark by

ADVENT SOFTWARE INC.

Classification Information

Computer software, namely, software enabling the providing of information over computer networks and global communication networks in the fields of finance, investment, money and banking, retirement planning, estate planning and wills, real estate, family budgeting and purchasing, and insurance, the providing of investment information, financial and investment news and advice, and stock and bond information and quotations, all over computer networks and global communication networks, the providing of information about investment trading services in the nature of a web page containing links to on-line investment trading services, the providing of financial calculation and analysis services over computer networks and global communication networks, the providing of on-line financial data gathering and reporting services for the exchange over a global communication network of information between investors, financial institutions and financial advisors, the providing of on-line investment tools, namely, the temporary use of on-line non-downloadable software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting, the providing of on-line web site customization tools, namely, the temporary use of on-line non-downloadable web site customization software for use in the financial field by investment advisors

Electrical and Scientific Apparatus