Method and system for collection and analysis of shareholder information
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United States of America Patent
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Feb 1, 2011
Grant Date -
Jan 20, 2011
app pub date -
Sep 24, 2010
filing date -
Jun 13, 2003
priority date (Note) -
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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.
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