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公开(公告)号：US07882020B1
公开(公告)日：2011-02-01
申请号：US12890205
申请日：2010-09-24
申请人： David Wenger , Fraser B. Barnes , Marc A. Pitcher , Robert Drake
发明人： David Wenger , Fraser B. Barnes , Marc A. Pitcher , Robert Drake
IPC分类号： G06Q40/00
摘要： 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.
摘要翻译： 提供了一种系统和方法，用于收集和操纵股东数据，包括个人股东和相关保管人的股份信息，并将股东/保管人数据与一组规则和/或一组营销分析数据进行比较，以识别 证券合规性问题和/或评估证券营销计划。
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公开(公告)号：US20110016033A1
公开(公告)日：2011-01-20
申请号：US12890205
申请日：2010-09-24
申请人： David Wenger , Fraser B. Barnes , Marc A. Pitcher , Robert Drake
发明人： David Wenger , Fraser B. Barnes , Marc A. Pitcher , Robert Drake
IPC分类号： G06Q40/00
摘要： 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.
摘要翻译： 提供了一种系统和方法，用于收集和操纵股东数据，包括个人股东和相关保管人的股份信息，并将股东/保管人数据与一组规则和/或一组营销分析数据进行比较，以识别 证券合规性问题和/或评估证券营销计划。
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公开(公告)号：US07831500B2
公开(公告)日：2010-11-09
申请号：US10867421
申请日：2004-06-14
申请人： David Wenger , Fraser B. Barnes , Marc A. Pitcher , Robert Drake
发明人： David Wenger , Fraser B. Barnes , Marc A. Pitcher , Robert Drake
IPC分类号： G06Q40/00
摘要： 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.
摘要翻译： 提供了一种系统和方法，用于收集和操纵股东数据，包括个人股东和相关保管人的股份信息，并将股东/保管人数据与一组规则和/或一组营销分析数据进行比较，以识别 证券合规性问题和/或评估证券营销计划。
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