专利快速检索-快速检索全球专利，免费商用专利数据库-IPRDB

1. 发明授权

US09275416B2 Device, system, and method of automatic financial-instrument management 有权
公开(公告)号：US09275416B2
公开(公告)日：2016-03-01
申请号：US13922721
申请日：2013-06-20
申请人： Samuel Somech , Menachem Ahikam Oron , David Gershon
发明人： Samuel Somech , Menachem Ahikam Oron , David Gershon
IPC分类号： G06Q40/00 , G06Q40/06 , G06Q40/02
CPC分类号： G06Q40/06 , G06Q40/02 , G06Q40/04
摘要： Devices, systems, and methods of automatic Financial-Instrument (FI) management. In some embodiments, a system includes, a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application may receive portfolio data corresponding to a plurality of financial-instrument portfolios associated with a plurality of clients, wherein the FI-based management application may automatically identify one or more portfolios of the plurality of portfolios satisfying at least one criterion, wherein, for each identified portfolio, the FI-based management application may receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, and wherein, for each identified portfolio, the FI-based management application may automatically communicate portfolio-related data corresponding to the identified portfolio to the destination defined by the management data.

2. 发明授权

US08498916B2 Device, system, and method of automatic financial-instrument management 有权
标题翻译：仪器，系统和自动金融仪器管理方法
公开(公告)号：US08498916B2
公开(公告)日：2013-07-30
申请号：US13281464
申请日：2011-10-26
申请人： Samuel Somech , Menachem Ahikam Oron , David Gershon
发明人： Samuel Somech , Menachem Ahikam Oron , David Gershon
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/02 , G06Q40/04
摘要： Devices, systems, and methods of automatic Financial-Instrument (FI) management. In some embodiments, a system includes, a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application may receive portfolio data corresponding to a plurality of financial-instrument portfolios associated with a plurality of clients, wherein the FI-based management application may automatically identify one or more portfolios of the plurality of portfolios satisfying at least one criterion, wherein, for each identified portfolio, the FI-based management application may receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, and wherein, for each identified portfolio, the FI-based management application may automatically communicate portfolio-related data corresponding to the identified portfolio to the destination defined by the management data.
摘要翻译：自动金融工具（FI）管理的设备，系统和方法。在一些实施例中，系统包括存储有基于金融工具（FI）的管理指令的存储器; 以及处理器，用于执行导致基于FI的管理应用的基于FI的管理指令，其中所述基于FI的管理应用可以接收对应于与多个客户端相关联的多个金融工具组合的投资组合数据，其中所述FI 基于管理应用程序可以自动识别满足至少一个标准的多个投资组合中的一个或多个投资组合，其中，对于每个识别的投资组合，基于FI的管理应用可以接收对应于与所识别的相关联的客户端相关联的客户端特定的管理数据其中，所述客户端特定管理数据至少包括定义至少一个目的地的客户端特定目的地信息，并且其中，对于每个所识别的投资组合，所述基于FI的管理应用可以自动地将与所识别的投资组合相对应的投资组合相关数据传送到由管理数据定义的目的地。

3. 发明授权

US08073760B2 Device, system and method of automatic financial-instrument management 有权
标题翻译：自动金融工具管理的设备，系统和方法
公开(公告)号：US08073760B2
公开(公告)日：2011-12-06
申请号：US12472051
申请日：2009-05-26
申请人： Samuel Somech , Menachem Ahikam Oron , David Gershon
发明人： Samuel Somech , Menachem Ahikam Oron , David Gershon
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/02 , G06Q40/04
摘要： Devices, systems, and methods of automatic Financial-Instrument (FI) management. In some embodiments, a system includes, a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application may receive portfolio data corresponding to a plurality of financial-instrument portfolios associated with a plurality of clients, wherein the FI-based management application may automatically identify one or more portfolios of the plurality of portfolios satisfying at least one criterion, wherein, for each identified portfolio, the FI-based management application may receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, and wherein, for each identified portfolio, the FI-based management application may automatically communicate portfolio-related data corresponding to the identified portfolio to the destination defined by the management data.
摘要翻译：自动金融工具（FI）管理的设备，系统和方法。在一些实施例中，系统包括存储有基于金融工具（FI）的管理指令的存储器; 以及处理器，用于执行导致基于FI的管理应用的基于FI的管理指令，其中所述基于FI的管理应用可以接收对应于与多个客户端相关联的多个金融工具组合的投资组合数据，其中所述FI 基于管理应用程序可以自动识别满足至少一个标准的多个投资组合中的一个或多个投资组合，其中，对于每个所识别的投资组合，基于FI的管理应用可以接收对应于与所识别的客户相关联的客户端的客户端特定管理数据其中，所述客户端特定管理数据至少包括定义至少一个目的地的客户端特定目的地信息，并且其中，对于每个所识别的投资组合，所述基于FI的管理应用可以自动地将与所识别的投资组合相对应的投资组合相关数据传送到由管理数据定义的目的地。

4. 发明申请

US20100005001A1 SYSTEMS AND METHODS FOR ADVERTISING 审中-公开
标题翻译：用于广告的系统和方法
公开(公告)号：US20100005001A1
公开(公告)日：2010-01-07
申请号：US12494420
申请日：2009-06-30
申请人： Jonathan AIZEN , Eran SHIR , Jacob UKELSON , Samuel SOMECH , Paul David KNEGTEN , Itay RABINOWITZ , Nori JACOBY
发明人： Jonathan AIZEN , Eran SHIR , Jacob UKELSON , Samuel SOMECH , Paul David KNEGTEN , Itay RABINOWITZ , Nori JACOBY
IPC分类号： G06Q30/00
CPC分类号： G06Q30/0277 , G06Q30/02
摘要： A system for generating an advertisement to be displayed to a website visitor of a webpage, the system including: (a) product selection processing module, configured to select a product to be advertised; (b) an input interface for receiving real time information pertaining to the product; and (c) an advertisement generator, configured to generate the advertisement in response to the real time information and to provide the advertisement for displaying on the webpage.
摘要翻译：一种用于生成要向网页的网站访问者显示的广告的系统，所述系统包括：（a）产品选择处理模块，用于选择要被广告的产品; （b）用于接收与产品有关的实时信息的输入接口; 以及（c）广告发生器，被配置为响应于所述实时信息生成所述广告并且提供用于在所述网页上显示的广告。

5. 发明申请

US20120041895A1 DEVICE, SYSTEM, AND METHOD OF AUTOMATIC FINANCIAL-INSTRUMENT MANAGEMENT 有权
标题翻译：装置，系统和自动财务管理方法
公开(公告)号：US20120041895A1
公开(公告)日：2012-02-16
申请号：US13281464
申请日：2011-10-26
申请人： Samuel Somech , Menachem Ahikam Oron , David Gershon
发明人： Samuel Somech , Menachem Ahikam Oron , David Gershon
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06 , G06Q40/02 , G06Q40/04
摘要： Devices, systems, and methods of automatic Financial-Instrument (FI) management. In some embodiments, a system includes, a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application may receive portfolio data corresponding to a plurality of financial-instrument portfolios associated with a plurality of clients, wherein the FI-based management application may automatically identify one or more portfolios of the plurality of portfolios satisfying at least one criterion, wherein, for each identified portfolio, the FI-based management application may receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, and wherein, for each identified portfolio, the FI-based management application may automatically communicate portfolio-related data corresponding to the identified portfolio to the destination defined by the management data.
摘要翻译：自动金融工具（FI）管理的设备，系统和方法。在一些实施例中，系统包括存储有基于金融工具（FI）的管理指令的存储器; 以及处理器，用于执行导致基于FI的管理应用的基于FI的管理指令，其中所述基于FI的管理应用可以接收对应于与多个客户端相关联的多个金融工具组合的投资组合数据，其中所述FI 基于管理应用程序可以自动识别满足至少一个标准的多个投资组合中的一个或多个投资组合，其中，对于每个所识别的投资组合，基于FI的管理应用可以接收对应于与所识别的客户相关联的客户端的客户端特定管理数据其中，所述客户端特定管理数据至少包括定义至少一个目的地的客户端特定目的地信息，并且其中，对于每个所识别的投资组合，所述基于FI的管理应用可以自动地将与所识别的投资组合相对应的投资组合相关数据传送到由管理数据定义的目的地。

6. 发明申请

US20130282622A1 DEVICE, SYSTEM, AND METHOD OF AUTOMATIC FINANCIAL-INSTRUMENT MANAGEMENT 有权
标题翻译：装置，系统和自动财务管理方法
公开(公告)号：US20130282622A1
公开(公告)日：2013-10-24
申请号：US13922721
申请日：2013-06-20
申请人： Samuel Somech , Menachem Ahikam Oron , David Gershon
发明人： Samuel Somech , Menachem Ahikam Oron , David Gershon
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06 , G06Q40/02 , G06Q40/04
摘要： Devices, systems, and methods of automatic Financial-Instrument (FI) management. In some embodiments, a system includes, a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application may receive portfolio data corresponding to a plurality of financial-instrument portfolios associated with a plurality of clients, wherein the FI-based management application may automatically identify one or more portfolios of the plurality of portfolios satisfying at least one criterion, wherein, for each identified portfolio, the FI-based management application may receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, and wherein, for each identified portfolio, the FI-based management application may automatically communicate portfolio-related data corresponding to the identified portfolio to the destination defined by the management data.
摘要翻译：自动金融工具（FI）管理的设备，系统和方法。在一些实施例中，系统包括存储有基于金融工具（FI）的管理指令的存储器; 以及处理器，用于执行导致基于FI的管理应用的基于FI的管理指令，其中所述基于FI的管理应用可以接收对应于与多个客户端相关联的多个金融工具组合的投资组合数据，其中所述FI 基于管理应用程序可以自动识别满足至少一个标准的多个投资组合中的一个或多个投资组合，其中，对于每个所识别的投资组合，基于FI的管理应用可以接收对应于与所识别的相关联的客户端相关联的客户端特定的管理数据其中，所述客户端特定管理数据至少包括定义至少一个目的地的客户端特定目的地信息，并且其中，对于每个所识别的投资组合，所述基于FI的管理应用可以自动地将与所识别的投资组合相对应的投资组合相关数据传送到由管理数据定义的目的地。

7. 发明申请

US20090292649A1 DEVICE, SYSTEM AND METHOD OF AUTOMATIC FINANCIAL-INSTRUMENT MANAGEMENT 有权
标题翻译：装置，系统及自动财务管理方法
公开(公告)号：US20090292649A1
公开(公告)日：2009-11-26
申请号：US12472051
申请日：2009-05-26
申请人： Samuel SOMECH , Menachem Ahikam ORON , David GERSHON
发明人： Samuel SOMECH , Menachem Ahikam ORON , David GERSHON
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/02 , G06Q40/04
摘要： Devices, systems, and methods of automatic Financial-Instrument (FI) management. In some embodiments, a system includes, a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application may receive portfolio data corresponding to a plurality of financial-instrument portfolios associated with a plurality of clients, wherein the FI-based management application may automatically identify one or more portfolios of the plurality of portfolios satisfying at least one criterion, wherein, for each identified portfolio, the FI-based management application may receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, and wherein, for each identified portfolio, the FI-based management application may automatically communicate portfolio-related data corresponding to the identified portfolio to the destination defined by the management data.
摘要翻译：自动金融工具（FI）管理的设备，系统和方法。在一些实施例中，系统包括存储有基于金融工具（FI）的管理指令的存储器; 以及处理器，用于执行导致基于FI的管理应用的基于FI的管理指令，其中所述基于FI的管理应用可以接收对应于与多个客户端相关联的多个金融工具组合的投资组合数据，其中所述FI 基于管理应用程序可以自动识别满足至少一个标准的多个投资组合中的一个或多个投资组合，其中，对于每个所识别的投资组合，基于FI的管理应用可以接收对应于与所识别的客户相关联的客户端的客户端特定管理数据其中，所述客户端特定管理数据至少包括定义至少一个目的地的客户端特定目的地信息，并且其中，对于每个所识别的投资组合，所述基于FI的管理应用可以自动地将与所识别的投资组合相对应的投资组合相关数据传送到由管理数据定义的目的地。

8. 发明授权

US09208524B2 Device, system, and method of automatic financial-instrument management 有权
公开(公告)号：US09208524B2
公开(公告)日：2015-12-08
申请号：US13922721
申请日：2013-06-20
申请人： Samuel Somech , Menachem Ahikam Oron , David Gershon
发明人： Samuel Somech , Menachem Ahikam Oron , David Gershon
IPC分类号： G06Q40/00 , G06Q40/06 , G06Q40/02
摘要： Devices, systems, and methods of automatic Financial-Instrument (FI) management. In some embodiments, a system includes, a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application may receive portfolio data corresponding to a plurality of financial-instrument portfolios associated with a plurality of clients, wherein the FI-based management application may automatically identify one or more portfolios of the plurality of portfolios satisfying at least one criterion, wherein, for each identified portfolio, the FI-based management application may receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, and wherein, for each identified portfolio, the FI-based management application may automatically communicate portfolio-related data corresponding to the identified portfolio to the destination defined by the management data.

你已经成功收藏专利！

检索式保存成功!

IPRDB

热门服务

关于我们

友情链接

联系方式