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6768981 |
Method for executing a cross-trade in a two-way wireless system
A method for executing a cross-trade. The method includes the steps of receiving at a computer carried by a floor broker a sell order for execution, the sell order concerning an instrument and...
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6766304 |
Click based trading with intuitive grid display of market depth
A method and system for reducing the time it takes for a trader to place a trade when electronically trading on an exchange, thus increasing the likelihood that the trader will have orders filled...
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6766303 |
Method for hedging one or more liabilities associated with a deferred compensation plan
The present invention relates to a method for hedging a deferred compensation liability. In one embodiment, the invention may provide a mechanism to hedge the compensation expense liabilities of an...
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6760414 |
Personal computer banking system and method
A personal computer banking system and method in which a personal computer is connected by a network service provider directly to a host computer system of a bank such that customer service...
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6760710 |
Process and products produced thereby, apparatus, and articles of manufacture, for computerized conversion of preferred-return instruments
An improved process for the computerized conversion of preferred-return constant-dollar financial instruments into equivalent nominal-dollar instrument. The method includes providing a first...
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6754639 |
Fixed income portfolio index processor
A data processing system receives a continuous stream of real time transactional data regarding market transactions of fixed income securities. The incoming data is qualified and then used to...
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6694433 |
XML encryption scheme
A secure accounting and operational method, whereby process elements are provided to a process, selected process elements are manipulated, a scheduled condition of the process is sampled at a...
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6687710 |
Intellectual property library management system
An IP library management system includes IP data segregated into two separate databases: an IP database for storing virtual component data, and an IP catalog database for storing attributes...
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6684190 |
Apparatus and method for exposing, evaluating and re-balancing risk for decision-making in financial planning
A dynamic, user-friendly financial and illustration system for evaluating, exposing and re-balancing, to the user's appropriate risk tolerance, the inherent risk in such financial planning areas as...
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6669832 |
Electronic transaction system
A request for a commodity that each office in an organization needs is sent from a terminal in the office to a general affairs service center in the organization. The request is then sent to a VAN...
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6663002 |
Apparatus and method for facilitating credit transactions
An apparatus and method of facilitating a credit transaction between a user and a merchant provides a rebate amount that is directed to an investment vehicle. To that end, the method and apparatus...
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6654727 |
Method of securitizing a portfolio of at least 30% distressed commercial loans
A platform and a securitization methodology that provides lenders with an opportunity to maximize the returns on their distressed commercial credit facilities and overcomes the obstacles that have...
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6636834 |
Computer system and methods for management, and control of annuities and distribution of annuity payments
A computer system and methods for management and control of annuities and distribution of annuity payments is presented which enables transfer of funds between annuities, whether variable or fixed,...
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6633875 |
Computer database system and method for collecting and reporting real estate property and loan performance information over a computer driven network
Real estate data, particularly data of multifamily housing, is stored in a database. The database is accessible to data providers who add data to the database through connection via a computer...
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6629082 |
Auction system and method for pricing and allocation during capital formation
Techniques are provided for an auction system that is used for pricing and allocating equity securities. Information about an offering to accept bids for equity shares is provided to qualified...
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6625583 |
Handheld trading system interface
A computer implemented method for interacting with a user of a trading computer includes forming a number of ticker pages, simultaneously displaying ticker page selection elements, and displaying...
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6622130 |
Methods and apparatus relating to the formulation and trading of investment contracts
Methods and apparatus relating to the formulation and trading of investment contracts are described. An ordering party inputs contract data relating to a phenomenon. The phenomenon has a range of...
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6618707 |
Automated exchange for trading derivative securities
An automated exchange is provided for matching incoming orders for the purchase or sale of financial instruments, such as options contracts, with previously received orders. The exchange allocates...
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6615187 |
Method of securitizing and trading real estate brokerage options
The present invention relates to a method of creating, purchasing and selling the real estate brokerage commissions typically collected upon the sale of real property. A property owner sells, for a...
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6611815 |
Method and system for providing account values in an annuity with life contingencies
A data processing method for administering an annuity product having a guarantee of lifetime payments. The method includes establishing a charge for the guarantee of lifetime payments, determining...
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6611807 |
Economic security planning method and system
An economic security and financial planning method and system are disclosed. Their purpose is to calculate a household's highest sustainable living standard and determine the amount of saving and...
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6609118 |
Methods and systems for automated property valuation
The present invention is a method and system for automating the process for valuing a property that produces an estimated value of a subject property, and a quality assessment of the estimated...
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6609111 |
Method and apparatus for modeling and executing deferred award instrument plan
The present invention is directed to the administration of various deferred compensation programs that can effectively reduce an individual's income or estate tax by assisting a company in the...
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6609110 |
Method and system for retail investment objective setting
This invention describes a method and system for automated assistance with investment decisionmaking. In particular, the invention relates to assisting retail customers with setting investment...
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6606608 |
Method and system for providing a discount at an auction
A method and system for conducting an auction. The auction system provides a mechanism that allows the winning bidder to receive a discount from the winning bid amount when a certain discount...
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6606606 |
Systems and methods for performing integrated financial transaction
The invention provides a tool kit for a small business owner to manage a plurality of different financial accounts and services and to perform a number of different financial transactions, wherein...
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6604113 |
Method and apparatus for providing account information
A system provides for the automatic generation of information portfolios for a selected entity. A corporate data warehouse may include information about particular customers in various data tables....
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6604239 |
System and method for virtual television program rating
A method and a system for combining at least two sources of television program rating information, including at least one source obtained through user input into an electronic interface, to provide...
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6598028 |
Computer-implemented universal financial management/translation system and method
A central-based universal financial management/translation mechanism that offers individual users, small businesses and others, the opportunity to leverage competitive market forces in the currency...
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6594643 |
Automatic stock trading system
The present invention relates to a system for automatically trading real investment items desirably on at least one trading exchange based on predetermined conditions. The present invention...
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6581041 |
Method of charitable giving/investing
In an effort to increase charitable giving, a method of systematically linking investing with giving by designing a fee structure within an investment whereby a part of the fee is automatically...
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6578009 |
Marketing strategy support system for business customer sales and territory sales information
A marketing strategy support system has a server apparatus and a plurality of client apparatuses which can be connected through a communication device to the server apparatus. The server apparatus...
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6571219 |
Computer-implemented process and mechanism for implementing an employee stock ownership plan
A method for implementing an employee stock ownership plan by monitoring performance of an equity-issuing commercial entity purchasing a predetermined percentage of a commodity used by the...
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6567790 |
Establishing and managing grantor retained annuity trusts funded by nonqualified stock options
An estate planning method for minimizing transfer tax liability with respect to the transfer of the value of stock options from a holder of stock options to a family member of the holder. The...
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6564191 |
Computer-implemented method for performance measurement consistent with an investment strategy
A computer-implemented method and system for analyzing performance of financial securities consistent with a long-term investment strategy, the method utilizing a computer system for inputting...
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6560580 |
Automated auction protocol processor
A data processing system for implementing transaction management of auction-based trading for specialized items such as fixed income instruments. The data processing system provides a highly...
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6532460 |
Method and apparatus for automated cancellation of orders for securities
Methods and systems for administering redundant cancellations of orders for securities. Canceling orders for securities in an automated securities trading broker-dealer system. Receiving new...
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6532449 |
Method of numerical times series prediction based on non-numerical time series
A method for predicting a future value or direction of a first numerical time series comprising the steps of: forming an non-numerical time series; optimizing the non-numerical time series;...
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6513020 |
Proxy asset data processor
A novel data processing system manages and implements a new form of security designated the “Proxy Asset”. Proxy Assets provide sophisticated risk management capabilities without the...
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6510429 |
Message broker apparatus, method and computer program product
A message broker data processing apparatus for receiving messages from a sender application, processing the received messages and deciding which receiver application to forward the processed...
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6507865 |
Method and system for group content collaboration
A method and system are described that can be used to support content collaboration among a group of participants connected to a network. A participant creates an electronic form specifying the...
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6505175 |
Order centric tracking system
A computerized order centric method and system for tracking orders implemented on a trading floor exchange. The system automatically routes orders to a booth and a floor broker according to a...
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6493682 |
Optimal order choice: evaluating uncertain discounted trading alternatives
The present invention provides a method for determining whether to execute an order (or list of orders) immediately, or delay execution in exchange for a possible price savings. The method's...
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6493681 |
Method and system for visual analysis of investment strategies
The present invention relates to a system and method for generation of strategies of investment in publicly traded stocks and a method of choosing the strategy with capital gain greater than...
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6484152 |
Automated portfolio selection system
A method of automatically selecting a securities portfolio from a plurality of securities includes selecting investment characteristics and investment limits considered important for investment...
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6484158 |
Dynamic rule based market research database
A market research database includes first and second information sets. The first information set contains first market research information, and the second information set contains second market...
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6470325 |
Method and data processing system for managing a mutual fund brokerage
The invention provides a method of managing a mutual fund brokerage wherein subscribers, intending to purchase mutual fund portions in at least one mutual fund, enter into a service contract with...
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6456982 |
Computer system for generating projected data and an application supporting a financial transaction
In a computer system, a method for making the system and a method for using the system, the invention includes providing a data processing system to generate projected data for variables. The data...
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6456983 |
Method for managing disposition of delinquent accounts
A system and method for evaluating an offer which has been made in relation to certain delinquent accounts is disclosed. A historical database of sorts is maintained on accounts which were...
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6453303 |
Automated analysis for financial assets
A system is provided for automatically generating and displaying market analysis related to financial assets whereby the analysis is provided for substantially all financial assets. The system...
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