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Total properties:
11
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Patent #:
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Issue Dt:
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10/05/2010
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Application #:
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10372647
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Filing Dt:
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02/25/2003
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Title:
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DRIFT DETERMINATION IN MULTI-STYLE MANAGED CLIENT INVESTMENT ACCOUNT
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Patent #:
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Issue Dt:
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06/01/2010
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Application #:
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10372705
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Filing Dt:
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02/25/2003
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Title:
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COORDINATED REBALANCING BY MONEY MANAGER PORTFOLIO MANAGEMENT SYSTEMS AND A MASTER OVERLAY MANAGER PORTFOLIO MANAGEMENT SYSTEM
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Patent #:
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Issue Dt:
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10/26/2010
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Application #:
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10372709
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Filing Dt:
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02/25/2003
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Title:
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DISTRIBUTION OF CASH DEPOSITS AND WITHDRAWALS IN MULTI-STYLE MANAGED CLIENT INVESTMENT ACCOUNTS
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Patent #:
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Issue Dt:
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12/22/2009
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Application #:
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11146015
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Filing Dt:
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06/07/2005
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Publication #:
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Pub Dt:
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12/07/2006
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Title:
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AUTOMATED ACTIONS BASED ON RESTRICTIONS
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Patent #:
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Issue Dt:
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03/22/2011
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Application #:
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11389909
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Filing Dt:
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03/27/2006
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Publication #:
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Pub Dt:
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09/27/2007
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Title:
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SYSTEMS, METHODS AND COMPUTER PROGRAM PRODUCTS FOR PROCESSING ORDERS SUBJECT TO INVESTMENT RESTRICTIONS
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Patent #:
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Issue Dt:
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09/28/2010
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Application #:
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11395036
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Filing Dt:
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03/31/2006
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Publication #:
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Pub Dt:
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10/04/2007
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Title:
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SYSTEMS AND METHODS ENABLING INVESTMENT ACTIVITIES VIA THE CREATION AND USE OF CLIENT-SPECIFIC SECURITY FILES
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Patent #:
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Issue Dt:
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05/04/2010
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Application #:
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11480688
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Filing Dt:
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06/30/2006
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Publication #:
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Pub Dt:
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01/17/2008
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Title:
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SYSTEMS, METHODS, AND COMPUTER PROGRAM PRODUCTS FOR ADJUSTING THE ASSETS OF AN INVESTMENT ACCOUNT
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Patent #:
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Issue Dt:
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01/18/2011
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Application #:
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11618282
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Filing Dt:
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12/29/2006
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Publication #:
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Pub Dt:
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07/03/2008
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Title:
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SYSTEMS AND METHODS FOR AUTOMATICALLY BACKING OUT BUY ORDERS
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Patent #:
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Issue Dt:
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09/14/2010
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Application #:
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11618300
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Filing Dt:
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12/29/2006
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Publication #:
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Pub Dt:
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07/03/2008
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Title:
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SYSTEMS AND METHODS FOR AUTOMATICALLY BACKING OUT BUY ORDERS
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Patent #:
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Issue Dt:
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08/19/2014
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Application #:
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11687454
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Filing Dt:
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03/16/2007
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Publication #:
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Pub Dt:
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07/19/2007
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Title:
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SYSTEMS AND METHODS FOR MULTI-STYLE PORTFOLIO (MSP) CASH FLOW ENHANCEMENT
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Patent #:
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Issue Dt:
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04/19/2011
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Application #:
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12503570
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Filing Dt:
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07/15/2009
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Publication #:
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Pub Dt:
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11/19/2009
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Title:
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AUTOMATED ACTIONS BASED ON RESTRICTIONS
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