| 8812388 |
Systems and methods for multi-style portfolio (MSP) cash flow enhancement |
Joseph A. Barone, William McKinney, Hari Nanjundamoorthy |
2014-08-19 |
| 7930239 |
Automated actions based on restrictions |
Michele Pierdinock, William McKinney, Simon Gershon, Adrian Feliciano, Ann Harding +3 more |
2011-04-19 |
| 7822667 |
Distribution of cash deposits and withdrawals in multi-style managed client investment accounts |
Michael Everett, Danette Kay Ponce, Lavinia Shao-Hui Zyvith, Reo A. Gonzales, Heidi Renee Derstine +1 more |
2010-10-26 |
| 7809624 |
Drift determination in multi-style managed client investment account |
Michael Everett, Danette Kay Ponce, Lavinia Shao-Hui Zyvith, Reo A. Gonzales, Heidi Renee Derstine +1 more |
2010-10-05 |
| 7805348 |
Systems and methods enabling investment activities via the creation and use of client-specific security files |
Hari Nanjundamoorthy, Michele Pierdinock, Donna Figlik, Lorraine Giordano |
2010-09-28 |
| 7729969 |
Coordinated rebalancing by money manager portfolio management systems and a master overlay manager portfolio management system |
Michael Everett, Danette Kay Ponce, Lavinia Shao-Hui Zyvith, Reo A. Gonzales, Heidi Renee Derstine +1 more |
2010-06-01 |
| 7711626 |
Systems, methods, and computer program products for adjusting the assets of an investment account |
Hari Nanjundamoorthy, Michele Pierdinock, William McKinney, Lavinia Shao-Hui Zyvith, Reo A. Gonzales +1 more |
2010-05-04 |
| 7636686 |
Automated actions based on restrictions |
Michele Pierdinock, William McKinney, Simon Gershon, Adrian Feliciano, Ann Harding +3 more |
2009-12-22 |