FISERV INVESTMENT SOLUTIONS, INC.

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Patent Activity in the Last 10 Years

Technologies

Intl Class Technology Matters Rank in Class
 
  
 
G06Q DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR 12162
 
  
 
G06F ELECTRIC DIGITAL DATA PROCESSING 1446

Top Patents (by citation)

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Recent Publications

Publication # Title Filing Date Pub Date Intl Class
2015/0178,848 SYSTEMS AND METHODS FOR FINANCIAL PROPOSAL GENERATIONMar 03, 15Jun 25, 15[G06Q]

Recent Patents

Patent # Title Filing Date Issue Date Intl Class
8812388 Systems and methods for multi-style portfolio (MSP) cash flow enhancementMar 16, 07Aug 19, 14[G06Q]
7930239 Automated actions based on restrictionsJul 15, 09Apr 19, 11[G06Q]
7912778 Systems, methods and computer program products for processing orders subject to investment restrictionsMar 27, 06Mar 22, 11[G06F]
7822667 Distribution of cash deposits and withdrawals in multi-style managed client investment accountsFeb 25, 03Oct 26, 10[G06Q]
7809624 Drift determination in multi-style managed client investment accountFeb 25, 03Oct 05, 10[G06Q]
7805348 Systems and methods enabling investment activities via the creation and use of client-specific security filesMar 31, 06Sep 28, 10[G06Q]
7797224 Systems and methods for automatically backing out by ordersDec 29, 06Sep 14, 10[G06Q]
7729969 Coordinated rebalancing by money manager portfolio management systems and a master overlay manager portfolio management systemFeb 25, 03Jun 01, 10[G06Q]
7711626 Systems, methods, and computer program products for adjusting the assets of an investment accountJun 30, 06May 04, 10[G06Q]
7636686 Automated actions based on restrictionsJun 07, 05Dec 22, 09[G06Q]

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Expired/Abandoned/Withdrawn Patents

Patent # Title Status Filing Date Issue/Pub Date Intl Class
2015/0120,611 Systems and Methods for Multi-Style Portfolio (MSP) Cash Flow EnhancementAbandonedAug 18, 14Apr 30, 15[G06Q]
7873563 Systems and methods for automatically backing out buy ordersExpiredDec 29, 06Jan 18, 11[G06Q]

Top Inventors for This Owner

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