Trademark Overview
On Tuesday, November 4, 2025, a trademark application was filed for INNOVEST with the United States Patent and Trademark Office. The USPTO has given the INNOVEST trademark a serial number of 99478171. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, November 4, 2025. This trademark is owned by SS&C Technologies, Inc.. The INNOVEST trademark is filed in the Advertising, Business and Retail Services and Computer & Software Services & Scientific Services categories with the following description:
Providing managed services and outsourcing services for trust and wealth operations, namely, cash management, asset setup and maintenance, securities custody processing and settlement, mutual Fund processing and settlement, income and corporate action processing, cash sweep, reconciliation, statement processing, fee processing, and client reporting; providing managed services and outsourcing services for retirement plans, namely, customer call center, client reporting, and customer service administration, and tax form generation; providing managed services and outsourcing services for payment processing, namely, printing services, fulfillment services, mailing services, benefits payments, tax calculations, reporting and remittance, maintenance of tax tables, tax form management, tiered approval management, future payment change management, Office of Foreign Assets Control (OFAC) processing, account reconciliation, check monitoring, escheatment support, Automated Clearing House (ACH) pr...
Providing access to non-downloadable online trust accounting software in the fields of wealth management, retirement accounts, portfolio management, collective funds management, payments and statements, tax forms, unique asset accounting, registered investment advisor (RIA) services, corporate compliance, trade order management, portfolio modeling, asset allocation, asset rebalancing, cash management, mutual fund trading, securities trading, custody and pricing performance measurement, tax management, tax reporting, principal and income accounting and reclassification, individual retirement account (IRA) support, Employee Retirement Income Security Act (ERISA) support, required minimum distribution (RMD) support, education and training, account management, client onboarding, fee modeling, billing, aggregation and shadow accounting, workflow management, householding, reporting, and consolidated reporting.
