System and method for exchanging institutional research and trade order execution services

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 8396786
APP PUB NO 20120059747A1
SERIAL NO

13292500

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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An embodiment of the present invention provides a system and method for creating an electronic marketplace, utilizing an electronic non-currency unit of exchange, that provides for and facilitates the cost effective exchange of institutional research and trade order execution services between asset management firms and executing brokers in such manner as to substantially lower trading costs and improve investment performance on a recurring basis for the shareholders and beneficiaries investing in mutual funds and other investment portfolios.

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Patent Owner(s)

  • UAT, INC.

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Chiulli, Allan T Highlands Ranch, US 18 197
Warren, Tom H Greenwood Village, US 18 197

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