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Assignee: CashEdge, Inc.


Location: New York, NY
No. of patents: 10

NumberTitleIssue Date
8086508Method and apparatus for delegating authority
A delegated authority system allows an account holder to delegate authority to one or more individuals, such as financial advisors through a third party service. An individual receives authority to access financial accounts and/or access aggregated financial data. T...
12/27/2011
7797207Method and apparatus for analyzing financial data
A system analyzes multiple financial accounts having a common account holder and identifies a particular attribute, such as interest rate, associated with each of the multiple financial accounts. The system then makes a determination regarding whether an adjustment ...
09/14/2010
7657761Multiple trust modes for handling data
A user is presented with multiple modes of operation, such that the multiple modes of operation define different trust options for handling data (such as login credentials or other sensitive data) associated with the user. A selection of one of the multiple modes of...
02/02/2010
7536340Compliance monitoring method and apparatus
A compliance monitoring system and method identifies an individual or entity to be monitored for account compliance and receives account information associated with the individual or entity. The compliance monitoring system and method obtains holdings in the account...
05/19/2009
7505937Method and apparatus for implementing financial transactions
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 A deposit of the assets withdrawn from the first account is initiated to a second account at a second financial institution. The first account and the second account have a co...
03/17/2009
7383223Method 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 A deposit of the assets withdrawn from the first account is initiated to a second account at a second financial institution. The first account and the second account have a co...
06/03/2008
7321875Method and apparatus for implementing financial transactions
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 A deposit of the assets withdrawn from the first account is initiated to a second account at a second financial institution. The first account and the second account have a co...
01/22/2008
7321874Method and apparatus for implementing financial transactions
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 financial institution. The first account and the second account have a co...
01/22/2008
7203845Multiple trust modes for handling data
A user is presented with multiple modes of operation, such that the multiple modes of operation define different trust options for handling data (such as login credentials or other sensitive data) associated with the user. A selection of one of the multiple modes of...
04/10/2007
7013310Method and apparatus for retrieving and processing data
Data is captured from a web site or other data source. Data is extracted from the web page using a data harvesting script or other data acquisition routine. The extracted data is then normalized and stored in a database. If data cannot be extracted from the web page...
03/14/2006
 
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