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| Number | Title | Issue Date |
| 8185665 | Distributed computing system architecture A computing system architecture is based upon a peer-to-peer, asynchronous model. The architecture specifies a set of infrastructure facilities that comprise an inter-prise operating system. The inter-prise operating system provides all the facilities that make appl... | 05/22/2012 |
| 8131842 | System and method for collecting and displaying information about many computer systems A system, method and computer program product collects and provides for display operational status data in several levels of detail about multiple client computer systems. ... | 03/06/2012 |
| 8126798 | System and method for margin loan securitization A system and method for securitizing margin loans, wherein a processor system operates to analyze account data for a plurality of accounts, and to identify and flag accounts that are marginable. The process provides for flagging a group of accounts which collectivel... | 02/28/2012 |
| 8020007 | System and method for obtaining identities A system and method identifies one of several security token services that can be used to convert an identity token into one containing content, a format and having a signature corresponding to a signing key name that a software service can use. The identification o... | 09/13/2011 |
| 8019669 | System and method for referral fee processing in accounts managed by financial advisors A method and apparatus which provides for a referral program where a financial institution, such as a broker dealer, can refer customers to an independent financial advisor, under an on-going referral fee sharing agreement. The on-going referral fee sharing agreemen... | 09/13/2011 |
| 7987283 | System and method for transferring data between a user space and a kernel space in a server associated with a distributed network environment A system (150) and method are disclosed that provide for the transfer of at least one packet (194) comprising data between a user space (152) and a kernel space (154) associated with a server (156) that is positioned in a distribut... | 07/26/2011 |
| 7949592 | 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 report which includes detailed information regarding the financial acc... | 05/24/2011 |
| 7873556 | System and method for margin loan securitization A system and method for securitizing margin loans, wherein a processor system operates to analyze account data for a plurality of accounts, and to identify and flag accounts that are marginable. The process provides for flagging a group of accounts which collectivel... | 01/18/2011 |
| 7870032 | Method of and system for processing transactions A method of and system for conducting electronic commerce segments an enterprise is segmented into a single firm side system, and multiple customer facing and street side systems. The firm side system maintains a single system of record for the enterprise. The custo... | 01/11/2011 |
| 7865613 | Method and apparatus for integrating distributed shared services system Method and apparatus for integrating distributed shared services system which integrates web based applications with each other and with other centralized application to provide a single sign-on approach for authentication and authorization services for distributed ... | 01/04/2011 |
| 7860774 | System and method for providing financial advice for an investment portfolio A method in a financial advice system for providing specific recommendations regarding the purchase and sale of specific assets for a client's portfolio. The method can operate to provide specific reasons for each recommended action, and can provide alternative acti... | 12/28/2010 |
| 7860233 | System and method for tracking alerts A method and apparatus for generating alerts which prompt a customer representative to initiate communications with a customer relative to the alert. Further provided is a tracking template which is provided to the customer representative, whereby the customer repre... | 12/28/2010 |
| 7822671 | 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 report which includes detailed information regarding the financial acc... | 10/26/2010 |
| 7778902 | Method and apparatus for a new accounts program A method for opening an on-line brokerage account includes the steps of opening an on-line brokerage account for a user based on account information received from the user, the on-line brokerage account having one or more restrictions, generating an application base... | 08/17/2010 |
| 7747497 | System and method for referral fee processing in accounts managed by financial advisors A method and apparatus which provides for a referral program where a financial institution, such as a broker dealer, can refer customers to an independent financial advisor, under an on-going referral fee sharing agreement. The on-going referral fee sharing agreemen... | 06/29/2010 |
| 7587510 | System and method for transferring data between a user space and a kernel space in a server associated with a distributed network environment A system (150) and method provide for the transfer of at least one packet (194) comprising data between a user space (152) and a kernel space (154) associated with a server (156) that is positioned in a distributed network arrangem... | 09/08/2009 |
| 7484001 | Method and apparatus for integrating distributed shared services system Method and apparatus for integrating distributed shared services system which integrates web based applications with each other and with other centralized application to provide a single sign-on approach for authentication and authorization services for distributed ... | 01/27/2009 |
| 7483847 | System and method for referral fee processing in accounts managed by financial advisors A method and apparatus which provides for a referral program where a financial institution, such as a broker dealer, can refer customers to an independent financial advisor, under an on-going referral fee sharing agreement. The on-going referral fee sharing agreemen... | 01/27/2009 |
| 7444433 | Distributed computing system architecture A computing system architecture is based upon a peer-to-peer, asynchronous model. The architecture specifies a set of infrastructure facilities that comprise an inter-prise operating system. The inter-prise operating system provides all the facilities that make appl... | 10/28/2008 |
| 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 is accomplished by providing a computer system for storing appropriat... | 06/17/2008 |
| 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 online. ... | 06/10/2008 |
| 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 report which includes detailed information regarding the financial acc... | 06/03/2008 |
| 7359921 | System and method for rapidly generating identifiers for records of a database A method and apparatus generates identifiers of database records apart from the database. One or more application programs may request an identifier of a transaction, and a stored identifier of a prior transaction is incremented or otherwise altered to produce the i... | 04/15/2008 |
| 7305353 | System and method for forecasting tax effects of financial transactions A system and method for forecasting tax effects of financial transactions is provided. The system and method include a series of web pages. The web pages allow a user to 1) determine their federal and state tax rates, 2) describe the asset they wish to sell. Additio... | 12/04/2007 |
| 7136898 | System and method for enhanced effectiveness of non-requested information in messages A method and apparatus identifies and adds information relevant to a user but not requested by the user to information requested by a user to form a message such as an e-mail message and provides the message to the user. ... | 11/14/2006 |
| 7117525 | Integrated application environment A computing environment includes client computers in communication with a mainframe computer. The mainframe computer stores customer data under keys. A client computer is adapted to execute one or more application programs and a desktop bus. Each application program... | 10/03/2006 |
| 7016873 | System and method for tax sensitive portfolio optimization A method and apparatus are provided which account for tax impact in predicting investment return. Data for taxable investments, data for non-taxable investments and investor data are received and an optimization is performed which includes all of these data. An inve... | 03/21/2006 |
| 6968317 | Method and apparatus for new accounts program A method for opening an on-line brokerage account includes the steps of opening an on-line brokerage account for a user based on account information received from the user, the on-line brokerage account having one or more restrictions, generating an application base... | 11/22/2005 |
| 6966028 | System and method for a uniform website platform that can be targeted to individual users and environments A system and method for a uniform website platform are provided. For a representative embodiment, a website is created so that one or more of its web pages are subdivided into a series of panels. Each panel is associated with a collection of inserts. Each insert can... | 11/15/2005 |
| 6961756 | Innovation management network An application allows employees to submit suggestions and ideas for improving how a company does business. A presently preferred embodiment of the invention supports multiple points of entry, which can include an entry portal, which is a single point of entry to a W... | 11/01/2005 |
| 6954799 | Method and apparatus for integrating distributed shared services system Method and apparatus for integrating distributed shared services system which integrates web based applications with each other and with other centralized application to provide a single sign-on approach for authentication and authorization services for distributed ... | 10/11/2005 |
| 6910016 | System and method for identifying the workload queued by a monitor A method and apparatus identifies the status of a system by determining average queue waiting periods of commands in one or more queues, and identifying the trend of average queue waiting periods over time. ... | 06/21/2005 |
| 6714948 | Method and system for rapidly generating identifiers for records of a database A method and apparatus generates identifiers of database records apart from the database. One or more application programs may request an identifier of a transaction, and a stored identifier of a prior transaction is incremented or otherwise altered to produce the i... | 03/30/2004 |
