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Assignee: Proprietary Financial Products, Inc.


Location: Charleston, SC
No. of patents: 7

NumberTitleIssue Date
5911136System for prioritized operation of a personal financial account comprising liabilities and investment assets
A personal financial management program is for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within a client account. Through a mathematical programming function the c...
06/08/1999
5911135System for managing financial accounts by a priority allocation of funds among accounts
A personal financial management program is disclosed for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within a client account. Through a mathematical programming func...
06/08/1999
5884285System for managing financial accounts by reallocating funds among accounts
A personal financial management program is disclosed for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within a client account. Through a mathematical programming func...
03/16/1999
5875437System for the operation and management of one or more financial accounts through the use of a digital communication and computation system for exchange, investment and borrowing
A practical communication and computer based system and method for effecting exchange, investment and borrowing involves the use of digital communication and computation terminals distributed to users and service providers. Through the system described an...
02/23/1999
5864828Personal financial management system for creation of a client portfolio of investment and credit facilities where funds are distributed based on a preferred allocation
A personal financial management program is for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within a client account. Through a mathematical programming function the c...
01/26/1999
5852811Method for managing financial accounts by a preferred allocation of funds among accounts
A personal financial program is disclosed incorporating means of implementing, coordinating, supervising, planning, analyzing and reporting upon investments in an array of asset accounts and liability accounts within a client account. Through a prioritiza...
12/22/1998
5644727System for the operation and management of one or more financial accounts through the use of a digital communication and computation system for exchange, investment and borrowing
A practical communication and computer based system and method for effecting exchange, investment and borrowing involves the use of digital communication and computation terminals distributed to users and service providers. Through the system described an...
07/01/1997
 
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