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7398240 |
Future valve analytics
A method for assessing the performance of a company includes: receiving financial data about the company; determining a future value of the company; decomposing the future value into a plurality of...
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7398239 |
E-commerce sales and use tax exchange system and method
The invention provides a system and method for calculating, collecting and/or disbursing one or more third party payments owed to one or more third parties resulting from one or more electronic...
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7398238 |
System for savings and tax management of gratuity income
An investment system provides for multiple employers. The employers withhold payments to employees according to preferences defined by the employee. The employer forwards the withholding to an...
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7398237 |
Rule based engine for validating financial transactions
A method and system for checking whether customer orders for transactions of financial instruments conform to business logic rules. Executable rule files are created and stored in a repository. New...
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7398236 |
Method and medium for budgeting
A method and system for budgeting is provided that includes determining a funds total from at least an income amount. The method further provides for budgeting, comprising creating a worksheet...
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7398235 |
System for administering an on-line financial-aid service for a plurality of post-highschool education facilities
A system for administering an on-line financial-aid service for a plurality of post-highschool education facilities includes a centralized computer, a plurality of school computer servers for a...
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7395240 |
Financial product and collaborative system and method for providing and monitoring a financial product
A method and a Financial Product providing for Banks and other large Finance Companies (Intermediaries) to market and fund the Financial Product to its Customers (Customers) and potential...
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7395239 |
System and method for automatically processing loan applications
A system and method for processing applications for loans secured by real estate, wherein an applicant is prompted for one or more parameters of a requested loan and for data regarding the...
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7395236 |
Risk management system and method providing rule-based evolution of a portfolio of instruments
A risk management system and method provides for the establishment of dynamic portfolios, whose evolution over time is defined by one or more rules. Each dynamic portfolio can have instruments...
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7395232 |
Method and system for providing financial functions
A method is disclosed for providing financial functions by an agent for each of a plurality of clients. One embodiment includes, relating to a financial function of each client, demonstrating that...
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7395220 |
System, methods and computer program products for offering products based on extrapolation of inputs
A computer system for extrapolating from relatively small amounts of information provided by a consumer to generate a wide range of travel options that are still associated with the information...
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7395218 |
Methods and systems for insuring an entity's exposure to liability
A method for insuring an entity's exposure to liability created when a member resigns from the entity includes receiving information pertaining to an entity and a member, receiving information...
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7395212 |
Online reactivation of an account or service
Responding to an account reactivation request includes receiving an account reactivation request from a former subscriber having a deactivated account and automatically accessing stored account...
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7392937 |
Card reading arrangement involving robotic card handling responsive to card sensing at a drive-up automated banking machine
An automated banking machine is located adjacent a vehicle drive-up lane. The machine includes a card reader device, a cash dispenser device, and a robotic item handling device having a gripper. An...
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7392224 |
System and method of operating a debit card reward program
A system and a method of operating a debit card reward program that generates a reward for the cardholder based upon purchases made with the debit card. This reward amount may be applied to...
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7392223 |
Electronic billing with updateable electronic bill summary
An electronic bill payment network includes a plurality of user network stations associated with different users, a plurality of biller network stations associated with different billers, and a...
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7392222 |
System and method for providing promotional pricing
A system and method for providing promotional pricing is disclosed. One or more pricing offers may be provided to a plurality of credit accounts, wherein the pricing offers may be directed to...
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7392220 |
Seller risk auction platform
A method and system to implement a periodic auction by a seller of risk through a website for the purpose of transferring specific risks authorized by seller under its medium-term and long-term...
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7392219 |
System and method for variably regulating order entry in an electronic trading system
A system and method are provided to intelligently limit the frequency at which automated or semi-automated trading tools move or re-price orders in an exchange order book. A tolerance may be input...
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7392218 |
Method and apparatus for stock and index option price improvement, participation, and internalization
A method for stock option trading includes receiving an option order at a market, contemporaneously receiving a copy of the option order at an electronic drop (EDrop) system, which is separate and...
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7392212 |
User-interactive financial vehicle performance prediction, trading and training system and methods
Methods and system for allowing a user, through a computer in telecommunication link with a system having access to financial and market data, to predict the performance of a financial vehicle and...
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7392211 |
Analysis of financial derivatives
A method for trading in a financial derivative of an underlying asset includes determining a trend predictive of a future value of the asset and a predicted variance of the future value. Responsive...
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7392210 |
Workflow management system and method
A computerized workflow management method and system to provide operational support for complex multi-step processes is disclosed. The method of workflow management involves creating an underlying...
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7389912 |
Method and system for creating banking sub-accounts with varying limits
A system for providing credit card sub-accounts with varying credit limits is useful to consolidate many accounts into one account. The present invention allows a user to add others to an existing...
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7389265 |
Systems and methods for automated political risk management
According to some embodiments, a computer-implemented method to facilitate management of risk related to political exposure associated with a financial transaction may comprise receiving financial...
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7389263 |
Method and system for the automated trading of financial instruments
In accordance with the present invention, there is provided a method of communicating trade orders in a marketplace for financial instruments through an on-line trading account with a financial...
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7389262 |
Financial products having demand-based, adjustable returns, and trading exchange therefor
This invention provides methods and systems for trading and investing in groups of demand-based adjustable-return contingent claims, and for establishing markets and exchanges for such claims....
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7389261 |
Method for structuring a debt issue utilizing a closed block business entity
A method for structuring a debt that comprises: establishing a holding company as an owner of a closed block business entity, wherein the holding company is a subsidiary of a parent company and...
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7389260 |
Continuously updated data processing method for measuring financial value creation
A data processing method and system that measures performance in creating value by a business enterprise based upon past and anticipated future events. Continuously updated measurements of the...
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7389259 |
On-line interactive system and method for transacting business
The present invention includes a method for transacting business over a network between multiple buyers and sellers. In an exemplary embodiment, the invention operates within an improved extranet...
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7389258 |
System and method for trading and displaying market information in an electronic trading environment
A system and method for trading and displaying market information along a static axis are described to ensure fast and accurate execution of trades. The static axis, whether is a straight axis or a...
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7389257 |
System and method for automated documentation for solicited trades
A system and method are provided that allow for automated documentation of all advice interactions between broker representatives on one end and clients, or prospective clients, on the other. This...
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7389256 |
Network based financial transaction processing system
A system and method for processing financial payments including a user terminal, an account processor, and a processing server. The processing server receives financial transaction data from the...
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7387238 |
Customer enrollment in a stored value card program
Customer enrollment in a stored value card program is provided. One embodiment is a method for enrolling a customer in a stored value card program. One such method comprises: generating a list of...
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7386510 |
System and method for detecting fraudulent calls
A system and method that determines when fraudulent activity, such as relates to a credit card, etc., may be imminent. The system and method of the invention allows for warning a credit issuer of...
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7386507 |
Loan program and process for transacting the same
A loan program and process is structured to provide a significant end-to-end cost savings while overcoming many, if not all, of the drawbacks and regulatory obstacles present in the current payday...
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7386505 |
System and method for automated compliance with loan legislation
A computer-based system and method, and a computer readable medium comprising software, for automatically determining whether a financial transaction, such as a mortgage loan must and does comply...
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7386503 |
Profitability evaluation in transaction decision
A risk assessment system that performs a risk assessment of a financial transaction. The risk assessment system incorporates a profitability assessment scoring model that evaluates whether to...
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7386502 |
Method, software program, and system for structuring risk in a financial transaction
A method of structuring a financial transaction, including allocating to a transaction pool n credits, each of the credits having an obligation to make specified payments and each of the credits...
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7386500 |
Computer based system for valuing and hedging customized indexed call option
A computer-based system for valuing a customized indexed call option.
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7386499 |
Stock trading limit order coupled link (Lock)
This invention has the potential to generate very good return on investments from stocks that are conservative in movement. This invention will greatly benefit investors that do not have the time...
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7386496 |
System and method for evaluating real estate financing structures
The present invention relates to a system and a method for evaluating real estate financial structures. Specifically, the present invention provides a method for determining an optimal financial...
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7386495 |
System and method for processing tax codes by company group
A system and method for assigning taxability codes to purchases, and processing tax invoices, by company groups. A user, identified to one of a group of companies, inputs a requisition. Tax code...
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7386494 |
Method and apparatus for receiving a subscription for a security
A method and apparatus provides on a home page of a web site information about a mutual fund subscription and a link which may be followed to a web page which may be used to subscribe to the fund...
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7386493 |
System and method for managing concentration of corporate debt
A method and system for managing concentration of debt, wherein a condition is associated with debt instruments, and the condition changes at least one parameter of the debt instrument in the event...
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7383224 |
Systems and methods for processing credit card transactions that exceed a credit limit
A method, system, and computer are disclosed for managing a financial transaction associated with a financial account, wherein the transaction would cause an outstanding balance of the financial...
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7383223 |
Method and apparatus for managing multiple accounts
A withdrawal of assets is initiated from a first account at a first financial institution. A deposit of the assets withdrawn from the first account is initiated to a second account at a second...
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7383221 |
Anonymous trading system with improved quote input capabilities
For each quote entered into a computerized anonymous trading system, the system determines if it is waiting to be “hit” (would be matched with the first hit of a predetermined size) at a...
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7383219 |
Asset portfolio tracking
Techniques are provided for adjusting a portfolio of financial assets in order to properly track the performance of a desired index. The techniques generally involve calculating a correlative value...
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7383218 |
Method and system for integrating investment advice with financial account statement information
A method and system which provides for generating an integrated report. The method and system utilize information in a data storage system to provide individual account holders with an integrated...
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