Patent · US Active

Method and system for collection and analysis of shareholder information

US7831500B2 · kind B2 · utility

1Cited by
2References
30Claims
0Family size

Assignee

Inventors

Key dates

Filing dateJun 14, 2004
Grant dateNov 9, 2010
Priority date
Expiry dateMay 2, 2029

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/06
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

A system and method is provided for the gathering of and manipulation of shareholder data, including information on individual shareholders and related custodians of shares, and comparing the shareholder/custodian data to a set of rules and/or a set of marketing analysis data to identify securities compliance issues and/or evaluate a securities marketing plan.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.