Method and system for creating and administering entitlements in a wealth management system

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20050187953A1
SERIAL NO

11059999

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Abstract

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A method and system for creating and administering entitlements in a wealth management system are disclosed. In one embodiment, a computer-implemented method, comprises associating a first entity and a second entity by a relation. A capability is applied to the first entity. A privilege is established that defines an entitlement of the relation to perform the capability to the first entity. The first entity, second entity, capability, and privilege are administered by a computer-implemented wealth management system.

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Patent Owner(s)

Patent OwnerAddress
BROADRIDGE SECURITIES PROCESSING SOLUTIONS INC2 JOURNAL SQUARE PLAZA JERSEY CITY NJ 07306

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Chan, Kenneth San Francisco, CA 21 206
Ou, June S San Francisco, CA 1 2
Willson, Nicholas J San Francisco, CA 1 2

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