This inventor holds 6 USPTO granted patents and 2 published patent applications. Top assignees: Checkfree Corporation, Fiserv Investment Solutions, Inc.. Active years: 2010-2014.
Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile
Company Filing History:
Years Active: 2010-2014
Title: Innovations by Charles Raymond Smith, III
Introduction
Charles Raymond Smith, III is an accomplished inventor based in Hoboken, NJ (US). He holds a total of 6 patents that showcase his expertise in financial technology and investment management. His innovative approaches have significantly contributed to the efficiency of investment strategies.
Latest Patents
One of his latest patents is titled "Systems and methods for multi-style portfolio (MSP) cash flow enhancement." This invention provides systems and methods for enhancing cash flow in multi-style portfolios by identifying underweighted and overweighted investment sleeves. It generates sell orders to rebalance these sleeves, ensuring that cash flows are effectively allocated to underweighted assets.
Another notable patent is "Distribution of cash deposits and withdrawals in multi-style managed client investment accounts." This invention addresses the management of cash deposits and withdrawals in investment accounts that utilize various investment styles. It introduces a temporary 'cash bucket' for deposits, which is then distributed across individual cash buckets associated with each investment style, allowing for efficient cash management.
Career Highlights
Throughout his career, Charles has worked with prominent companies such as CheckFree Corporation and Fiserv Investment Solutions, Inc. His experience in these organizations has allowed him to refine his skills and contribute to the development of innovative financial solutions.
Collaborations
Charles has collaborated with notable professionals in the field, including Reo A Gonzales and Michael John Everett. These partnerships have further enhanced his ability to create impactful inventions in the financial technology sector.
Conclusion
Charles Raymond Smith, III is a distinguished inventor whose contributions to financial technology have paved the way for more efficient investment management practices. His innovative patents reflect his commitment to enhancing cash flow and optimizing investment strategies.
Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile