Issued Patents All Time
Showing 1–8 of 8 patents
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 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 |