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Class Information
Number: 705/36T
Name: Data processing: financial, business practice, management, or cost/price determination > Automated electrical financial or business practice or management arrangement > Finance (e.g., banking, investment or credit) > Portfolio selection, planning or analysis > Tax strategies
Description:
Patents under this class:
| Patent Number |
Title Of Patent |
Date Issued |
| 7620593 |
Method for capital creation for tax-exempt organizations |
Nov. 17, 2009 |
| 7610231 |
Synthetic funds having structured notes |
Oct. 27, 2009 |
| 7606749 |
Structured credit enhancements |
Oct. 20, 2009 |
| 7606756 |
Synthetic funds having structured notes |
Oct. 20, 2009 |
| 7590590 |
Method and system for exchangeable bundled option and no-principal debt securities |
Sep. 15, 2009 |
| 7587352 |
Method and apparatus for managing a virtual portfolio of investment objects |
Sep. 8, 2009 |
| 7587359 |
Method and system for harvesting feedback and comments regarding multiple items from users of a network-based transaction facility |
Sep. 8, 2009 |
| 7580877 |
Online educational trust creation and management |
Aug. 25, 2009 |
| 7558755 |
Methods and systems for valuing investments, budgets and decisions |
Jul. 7, 2009 |
| 7509279 |
Method and system for computing path dependent probabilities of attaining financial goals |
Mar. 24, 2009 |
| 7505934 |
Computer support for valuing and trading securities that produce mostly tax-exempt income |
Mar. 17, 2009 |
| 7493278 |
Method and system for analyzing a capital structure for a company |
Feb. 17, 2009 |
| 7454377 |
Computer method and apparatus for aggregating and segmenting probabilistic distributions |
Nov. 18, 2008 |
| 7451104 |
Method for funding an organization |
Nov. 11, 2008 |
| 7437322 |
Managing investment assets |
Oct. 14, 2008 |
| 7421408 |
Personal or family financial accounting and management system |
Sep. 2, 2008 |
| 7398239 |
E-commerce sales and use tax exchange system and method |
Jul. 8, 2008 |
| 7386495 |
System and method for processing tax codes by company group |
Jun. 10, 2008 |
| 7376609 |
Maximization of a hedged investment budget for an index-linked insurance product |
May. 20, 2008 |
| 7337141 |
Hedging employee stock options |
Feb. 26, 2008 |
| 7330831 |
System and method for multiple account single security trading |
Feb. 12, 2008 |
| 7328183 |
Computer program and method for determining the economic impact of long-term care |
Feb. 5, 2008 |
| 7321870 |
System and method for providing financial services to high net worth individuals |
Jan. 22, 2008 |
| 7249075 |
System and method for administering principal protected equity linked financial instruments |
Jul. 24, 2007 |
| 7219079 |
Convertible financial instruments with contingent payments |
May. 15, 2007 |
| 7197484 |
Asset management advice system and recording medium containing program of the system |
Mar. 27, 2007 |
| 7165044 |
Investment portfolio tracking system and method |
Jan. 16, 2007 |
| 7117175 |
Method and apparatus for managing a virtual mutual fund |
Oct. 3, 2006 |
| 7107239 |
Further improved system and methods for computing to support decomposing property into separately valued components |
Sep. 12, 2006 |
| 7031937 |
Method and apparatus for tax efficient investment management |
Apr. 18, 2006 |
| 7031935 |
Method and system for computing path dependent probabilities of attaining financial goals |
Apr. 18, 2006 |
| 7016871 |
System for and method of variable annuity contract administration |
Mar. 21, 2006 |
| 6996539 |
Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis |
Feb. 7, 2006 |
| 6988082 |
Computerized systems and methods for facilitating the flow of capital through the housing finance industry |
Jan. 17, 2006 |
| 6988081 |
Automated methods and apparatus for programmed periodic replenishment of principal with annual adjustment to future interest rates |
Jan. 17, 2006 |
| 6985880 |
Method of risk management and of achieving a recommended asset allocation and withdrawal strategy, and computer-readable medium, apparatus and computer program thereof |
Jan. 10, 2006 |
| 6963852 |
System and method for creating a defined benefit pension plan funded with a variable life insurance policy and/or a variable annuity policy |
Nov. 8, 2005 |
| 6832209 |
Method and apparatus for tax-efficient investment using both long and short positions |
Dec. 14, 2004 |
| 6772128 |
Nuclear decommissioning insurance financial product and method |
Aug. 3, 2004 |
| 6766303 |
Method for hedging one or more liabilities associated with a deferred compensation plan |
Jul. 20, 2004 |
| 6687681 |
Method and apparatus for tax efficient investment management |
Feb. 3, 2004 |
| 6684189 |
Apparatus and method using front-end network gateways and search criteria for efficient quoting at a remote location |
Jan. 27, 2004 |
| 6625582 |
Method and system for converting a designated portion of future social security and other retirement payments to current benefits |
Sep. 23, 2003 |
| 6611808 |
Method and apparatus for determining additional benefits and costs for an annuity contract |
Aug. 26, 2003 |
| 6609111 |
Method and apparatus for modeling and executing deferred award instrument plan |
Aug. 19, 2003 |
| 6578016 |
Tax advantaged transaction structure (TATS) and method |
Jun. 10, 2003 |
| 6567790 |
Establishing and managing grantor retained annuity trusts funded by nonqualified stock options |
May. 20, 2003 |
| 6516303 |
Method, system, and apparatus for managing taxable events within a portfolio |
Feb. 4, 2003 |
| 6473737 |
System, method and apparatus for providing an executive compensation system |
Oct. 29, 2002 |
| 6470321 |
System, method, and computer program product for providing financial protection of equity investments |
Oct. 22, 2002 |
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