The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Feb. 05, 2013
Filed:
Sep. 25, 2009
Richard J. Daly, Upper Brookville, NY (US);
Richard J. Daly, Upper Brookville, NY (US);
Broadridge Financial Solutions, Inc., Jersey City, NJ (US);
Abstract
In an embodiment, a method performed by the computing system comprises steps of: (a) receiving an identifier concerning an investor's ownership or management of a brokerage account or a security; (b) validating by the computing system the investor by querying a record database using the identifier to obtain an information from an investment account associated with the investor; (c) extracting by the computing system the information; (d) populating by the computing system a profile for the investor with the extracted information and electronically storing the extracted information to a computer readable medium in a profile database, wherein the extracted information comprises the investor's positional information; (e) providing by the computing system a capability to the investor, wherein the capability allows the investor to electronically perform one or more activities; and (f) generating by the computing system a representation of a quantity of a security owned or managed by the investor from the investor's positional information without generating a personal information of the investor.