Thomson Financial LLC

Andre Lavoie

Roland C Beaulieu

Jonas Day Burton

Mayer M Danzig

Robert J Santoski

Eric A Larnard

Described herein is a system and method for providing entity investment guidance via a communication network. The system includes a server, at least one entity-issued disclosure received by the server via the communication network and a storage accessible by the server. The storage includes at least one forecast data extracted from the at least one entity disclosure, said forecast data indicative of a projection of an entity performance parameter, and a context file for each of the forecast data, the context file including at least a portion of the entity disclosure associated with the forecast data. Also included in the system is a user interface in communication with the server, wherein the server generates an investment guidance display of the forecast data and the context file and transmits the display to the user interface via the communication network.

Method and system for providing guidance data

An apparatus and method for providing security disclosure information in at least two aligned formats, the apparatus including security disclosure data in an audio format, a processor for receiving the audio security disclosure data and for inserting a first marker therein and said processor for creating a text from the audio security disclosure data and for inserting a second marker in the text in a position corresponding to a location of the first marker in the audio security disclosure data.

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Boston, MA, United States of America

Andre Lavoie