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8175951 |
Automated bid ask spread negotiations method
The automated bid ask spread negotiations method is a computer process and system for negotiating transactions combining a bargain sale strategy with the normal negotiating process. The system...
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8175948 |
Computer-based system
A computer-based system for determining insurance premium taxes (IPT) for multiple clients 18 in a plurality of countries comprises an electronic database 12 containing data identifying (a) a...
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8175952 |
System and method for managing a group insurance policy
According to one embodiment, a method for managing a group life insurance policy with a plurality of certificates is provided. The group life insurance policy is at least partially funded by a...
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8170951 |
Method and apparatus for facilitating shipment of packages
A method and apparatus for facilitating the shipment of a package or packages, each package containing one or more items, from a Sender to a Recipient, via one of a number of shippers. The...
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8165951 |
Implied market trading system
A computer based trading system implies spread markets from multiple real or implied spread markets. In particular, one aspect of the invention permits implication of a spread market from a...
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8165936 |
Payroll system and method
A paycheck-centric payroll system and method for generating, accumulating and reporting on payroll information including payroll deductions and payroll tax deposits.
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8150752 |
Computerized financial information retrieval by dynamic URL construction
In one embodiment, a limited amount of financial information related to each of a plurality of financial instruments is displayed on a display screen of a computer. A user chooses a financial...
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8140433 |
Method for making secure transactions carried out with cards provided with an owner identification number
The invention concerns a method for carrying out a transaction comprising prior steps of identifying the card by reading its number and authenticating the bearer optionally by writing in the secret...
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8140415 |
Automated global risk management
A computerized risk management method and system for facilitating analysis and quantification of risk associated with a financial transaction. An automated global risk management system maintains a...
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8131622 |
System and method for administering a lifetime income share plan
The present invention provides a system and method for administering an investment option known as a lifetime income share. Lifetime income shares mitigate survival risk, the risk that an...
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8126786 |
Notification and correction of E-filing rejections
An electronic filing system may electronically file a tax return created by a user using a tax preparation application. The electronic filing system may receive an error indication from a taxing...
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8117098 |
Flexible and adaptive accrual method and apparatus for calculating and facilitating compliance with taxes and other obligations
A computer-based system and method calculates and facilitates revenue accrual, for making larger, less frequent payments of estimated taxes or other obligations. Payer preferences are applied to...
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8112346 |
System and method for processing data related to convertible financial instruments
The present invention provides a system and method for administering an investment option known as a lifetime income share. Lifetime income shares mitigate survival risk, the risk that an...
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8108294 |
Order matching system
Scheduling execution of orders is provided. An order system can enable users to define and modify buy/sell order schedules. The order system can use the order schedules and associated evaluation...
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8108300 |
Computer-system control related to standard application in usury-free, shared-risk financing
A computer-aided system of illustrating, the system including: specifying, to a computer system, a private constant-dollar instrument, including defining a respective claim division on cash flow...
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8099352 |
System and method for trading financial instruments based on undisclosed values
In electronic trading venues, there may be orders for which the full information is not publicly displayed. For example, the full quantity of an order available for trading or the most aggressive...
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8099350 |
Personal or family financial accounting and management system
A method for determining a state of personal finances includes establishing a personal finance code. The personal finance code includes amounts associated with a set of sources of income and...
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8095396 |
Computer system for underwriting a personal guaranty liability by utilizing a risk apportionment system
A risk apportionment system for providing personal guarantee insurance or commercial collateral insurance may include a risk management module that can run on one or more processors. The risk...
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8073757 |
Data processing for an exchange traded fund
An accounting system allows posting transactions to a general ledger of an Exchange Traded Fund. The accounting system includes a computer-assisted process that nets subscription and redemption...
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8065208 |
Guarantee certificates
Methods and systems are provided for issuing a new type of security, referred to herein as a “Guarantee Certificate,” which offers payments to a holder contingent upon the occurrence of spe...
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8065211 |
System and method for creating and tracking agreements for selling loans to a secondary market purchaser
A system for creating an agreement and tracking compliance with terms of an agreement between a seller and a purchaser for the sale of loans includes deal management logic and a rules processor....
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8065207 |
Guarantee certificates
Methods and systems are provided for issuing a new type of security, referred to herein as a “Guarantee Certificate,” which offers payments to a holder contingent upon the occurrence of spe...
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8060435 |
Systems and methods for providing a trading interface
Systems and methods for configurable trading interfaces that allow a trader to quickly and easily submit trading commands to a trading system are provided. Using these systems and methods, a trader...
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8060426 |
Transfer instrument
A method performed by a transfer instrument issuer involves issuing, to a recipient, a certificate which is linked to a national card account obtained by the transfer instrument issuer from an...
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8055519 |
Self-sufficient healthcare coverage
Methods for self-sufficient healthcare coverage are described. Some embodiments may include receiving requests to pay healthcare claims. The money to pay these claims may be allocated from one or...
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8046287 |
Mutual fund and method for allocating assets in a mutual fund
In an embodiment, an asset allocation mutual fund comprises assets invested, at any one time, substantially 100% in one of stocks, bonds or cash equivalents. As market conditions change, as...
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8046285 |
Methods, systems and computer program products for providing low risk portable alpha investment instruments
Provided are methods of providing a portable alpha investment instrument. Some embodiments of such methods include allocating a first portion of a financial asset to a first asset class, allocating...
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8041626 |
Systems and methods for providing a trading interface
Systems and methods for configurable trading interfaces that allow a trader to quickly and easily submit trading commands to a trading system are provided. Using these systems and methods, a trader...
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8032460 |
Authentication managing apparatus, and shop communication terminal
A money receiving system receives monetary payments without using cash or placing restrictions on recipients of such payments. This system uses an authentication management apparatus and a store...
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8032436 |
Systems and methods for facilitating aggregation of social credits
Various embodiments are directed to systems and methods for facilitating the aggregation of carbon reduction credits resulting from finance loans financing the purchase of energy technology. For...
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8032433 |
Shari'ah compliant private equity investment system
Methods and systems are provided whereby an Islamic investor (106) transfers a commodity to a corporate investor (108) in exchange for a contract to repay the value of the commodity plus a target...
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8015091 |
Analyzing investment data
A system and method for analyzing loan data to identify risk. In a database, loan data is stored with one or more associated characteristics. The system includes a risk filtering engine is in...
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8015083 |
Method and apparatus for client-specific notification service
Method and apparatus for an automated, client-specific notification service for reporting return preparers. A notification mechanism may be implemented as a part or component of a return...
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8010435 |
Method and system for mortgage payment analysis and reporting
A computer implemented system for determining an amount of mortgage interest tax impact available to a borrower includes a mortgage information interface configured to receive information related...
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8010433 |
System for and method of individual annuity payout administration
A system for and method of administering payouts under an individual annuity contract is provided. In accordance with one embodiment of the present invention, a computer system is provided which...
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8010439 |
Systems and methods for issuing securities on tax-exempt bonds based on a single trust
Disclosed are systems and methods for processing financial information such that securities backed by tax-exempt bonds may be issued. In one embodiment, the method includes establishing a senior...
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8005742 |
Techniques for illustrating and analyzing college savings plans
Analyzing educational saving plans by considering the tax implications of these plans is provided by storing a plurality of educational institution identifiers and a plurality of educational...
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8005733 |
Methods and interface for set-partitioning decision support tool
A visual interactive multi-criteria decision-making method and computer-based apparatus for portfolio management. The method/apparatus supports partitioning of a portfolio of physical or other...
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8001029 |
Method and computer program for tax sensitive investment portfolio management
Methods and corresponding systems are provided for managing investment portfolios that includes the steps of identifying at least one security of the investment portfolio to be sold during...
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7979337 |
System and method for managing and administering a lifetime income share plan
The present invention provides a system and method for administering an investment option known as a lifetime income share. Lifetime income shares mitigate survival risk, the risk that an...
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7974916 |
Method and system for exchanging interests in real estate
Methods and systems are provided for performing a tax-deferred transaction involving an Investor owning a Relinquished Property according to structures depending on the form of ownership. One...
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7974903 |
System and method for analyzing distributions for taxation analysis
A method and system receives one or more target distribution amounts corresponding to currency totals for one or more foreign entities to distribute to one or more domestic entities in one or more...
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7970683 |
System and method for multi-state tax analysis
In an embodiment one or more alternate entity structures are created in response to a base entity structure. A tax liability is determined for each alternate entity structure and the base entity...
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7970658 |
Systems and methods for item valuation and marketplace
In various embodiments, sellers and buyers may interact with a price determination application and/or electronic marketplace to buy/sell items for tax deductions to increase the tax deduction...
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7958029 |
Method for minimizing financial risk for wireless services
A method and system for managing financial risk through the use of postpaid processing during use of wireless services is presented within the scope of the following invention. The present...
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7958027 |
Systems and methods for managing risk associated with a geo-political area
Methods and systems are presented for managing Risks, including regulatory and reputational risk. The methods can be implemented in a computer and include receiving data descriptive of...
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7953661 |
Method and apparatus for determining personal qualified dividend income and generating information statements thereof
Personal qualified dividend income (QDI) is calculated for one or more investors for mutual fund dividend distributions made to accounts of the investors from one or more mutual funds. Personal QDI...
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7949601 |
Method and system for providing minimum contract values in an annuity with lifetime benefit payments
A data processing method administers a deferred annuity contract during the accumulation phase for a relevant life. The annuity contract has a contract value, a guarantee of lifetime benefit...
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7945513 |
Method and system for providing minimum contract values in an annuity with lifetime benefit payments
A data processing method determines a contract value of a deferred annuity product during the accumulation phase. The method includes receiving by a computer a request for a withdrawal during the...
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7937304 |
Information technology value strategy
The present invention provides a system and related method for automatically examining a technology expenditure by evaluating a company's financial data and evaluating factors affecting the...
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