Abrégé

In one embodiment, the instant disclosure provides a portable computing device that includes at least: a processor; a non-transient computer media; computer instructions, and where, when the processor executes the computer instructions, the portable computing device is programmed to: transmit an electronic request to establish a user session related to an event, where the electronic request includes a user-specific event-specific identifier that is uniquely related to a user and the event; display, during the user session, an user-specific app-like graphical user interface including: a first interface area displaying a text-based content related to the user-specific event-specific identifier and the event, a second interface area displaying a live virtual event content related to the user-specific event-specific identifier and the event, a graphical user interface element that has been programmed to automatically execute a user-specific action related to the event when a user activates the graphical user interface element in a single action.

Classes IPC  ?

• G07C 13/00 - Appareils à voter
• G06Q 10/10 - Bureautique; Gestion du temps
• G06Q 20/38 - Architectures, schémas ou protocoles de paiement - leurs détails
• G06Q 40/06 - Gestion de biens; Planification ou analyse financières
• H04L 9/40 - Protocoles réseaux de sécurité
• H04M 1/72454 - Interfaces utilisateur spécialement adaptées aux téléphones sans fil ou mobiles avec des moyens permettant d’adapter la fonctionnalité du dispositif dans des circonstances spécifiques en tenant compte des contraintes imposées par le contexte ou par l’environnement
• H04M 1/72457 - Interfaces utilisateur spécialement adaptées aux téléphones sans fil ou mobiles avec des moyens permettant d’adapter la fonctionnalité du dispositif dans des circonstances spécifiques en s’appuyant sur la localisation géographique

Abrégé

Various embodiments of the present invention relate to methods and systems for consolidating, distributing and integrating issuer information for a voting entity. More particularly, in one embodiment of the present invention a computer implemented voting method is provided, comprising: consolidating vote request information relating to a security owned by a beneficial owner and held by at least two custodians for the beneficial owner; generating at least a first computer file including the consolidated vote request information; electronically transmitting the first computer file to a computer system of a voting entity; integrating the first computer file into a database associated with the computer system of the voting entity; receiving, at the computer system of the voting entity, at least one beneficial owner vote instruction sent from the beneficial owner; and generating at least one voting entity vote instruction responsive to the consolidated vote request information, wherein the voting entity vote instruction is generated by the computer system of the voting entity based at least in part upon the integrated first computer file and the beneficial owner vote instruction from the beneficial owner.

Classes IPC  ?

• G07C 13/00 - Appareils à voter
• G06F 11/00 - Détection d'erreurs; Correction d'erreurs; Contrôle de fonctionnement
• G06Q 40/04 - Transactions; Opérations boursières, p.ex. actions, marchandises, produits dérivés ou change de devises

Abrégé

A system and method for verifying over a computer network the legitimacy of a participant in communications by authenticating the participant's actual name and address, and in some embodiments also authenticating the participant's ownership of corporate stock. At least one processor is provided that i s configured to verify participant identity by authenticating the participant's actual name and address through any one of several offered alternative means, including from subscription, membership or credit card information, or confirmation of USPS mail delivery. A processor may also be configured to verify stock ownership through whatever records suit the participant, including SEC records, corporate transfer agent records, electronic copies of ownership records or online custodial account records. The independent processes of identity and ownership verification may be coordinated to verify investor status in communications. If an independent moderator conducts verification, the participant may determine what verified information is reported to enable anonymous communication.

Classes IPC  ?

• G06Q 40/06 - Gestion de biens; Planification ou analyse financières
• H04L 9/40 - Protocoles réseaux de sécurité

Abrégé

One embodiment of the present invention relates to electronic voting methods and systems that help simplify the management of institutional proxies. In one example, the methods and systems manage the process of meeting notifications, voting, tracking, mailing, reporting, record maintenance and/or vote disclosure rules enacted by the SEC. In one specific example, this may be done for thousands of publicly traded securities custodied at various banks, brokers and global custodians. In another example, a system (and corresponding method) may be provided for integrating, organizing and displaying (e.g., via a website) information in a language of preference for each user of the system. The information may comprise meeting, agenda and/or ballot information and the users of the system/method may be voting entities empowered to cast votes via the system.

Classes IPC  ?

• G06F 40/58 - Utilisation de traduction automatisée, p.ex. pour recherches multilingues, pour fournir aux dispositifs clients une traduction effectuée par le serveur ou pour la traduction en temps réel
• G06Q 30/02 - Marketing; Estimation ou détermination des prix; Collecte de fonds
• G06F 16/9535 - Adaptation de la recherche basée sur les profils des utilisateurs et la personnalisation
• G06F 40/157 - Transformation utilisant des dictionnaires ou des tableaux
• G06F 40/197 - Gestion des versions
• G06F 3/0484 - Techniques d’interaction fondées sur les interfaces utilisateur graphiques [GUI] pour la commande de fonctions ou d’opérations spécifiques, p.ex. sélection ou transformation d’un objet, d’une image ou d’un élément de texte affiché, détermination d’une valeur de paramètre ou sélection d’une plage de valeurs
• G06F 3/0482 - Interaction avec des listes d’éléments sélectionnables, p.ex. des menus

Abrégé

A system and method for verifying over a computer network the legitimacy of a participant in communications by authenticating the participant's actual name and address, and in some embodiments also authenticating the participant's ownership of corporate stock. At least one processor is provided that is configured to verify participant identity by authenticating the participant's actual name and address through any one of several offered alternative means, including from subscription, membership or credit card information, or confirmation of USPS mail delivery. A processor may also be configured to verify stock ownership through whatever records suit the participant, including SEC records, corporate transfer agent records, electronic copies of ownership records or online custodial account records. The independent processes of identity and ownership verification may be coordinated to verify investor status in communications. If an independent moderator conducts verification, the participant may determine what verified information is reported to enable anonymous communication.

Classes IPC  ?

• G06Q 40/00 - Finance; Assurance; Stratégies fiscales; Traitement des impôts sur les sociétés ou sur le revenu
• G06Q 40/06 - Gestion de biens; Planification ou analyse financières
• H04L 9/40 - Protocoles réseaux de sécurité

Abrégé

In some embodiments, the instant invention provides for a computer-implemented method that includes at least the following steps of: periodically receiving investment transactional data identifying investment transactions of a plurality of investors; automatically determining, based on the investment transactional data, a document to be mailed to each investor of the plurality of investors; automatically generating a delivery data for each mailing to be mailed to each investor of the plurality of investors, where the delivery data includes: bucslip data or trade confirmation data, assembling data, and unique production control bar code data generated based on the assembling data and an investment transaction identifier from the investment transactional data; and printing a unique production control bar code based on the unique production control bar code data, where the unique production control bar code is configured to be used for: assembling each mailing envelope, and tracking such mailing envelope.

Classes IPC  ?

• G06Q 10/0835 - Relations entre l’expéditeur ou le fournisseur et les transporteurs
• G06Q 10/0833 - Repérage
• G07B 17/00 - Appareils à affranchir
• G06Q 10/083 - Expédition
• G06Q 40/06 - Gestion de biens; Planification ou analyse financières
• G06Q 40/04 - Transactions; Opérations boursières, p.ex. actions, marchandises, produits dérivés ou change de devises
• G06Q 10/10 - Bureautique; Gestion du temps
• G06K 15/02 - Dispositions pour produire une présentation visuelle permanente des données de sortie utilisant des imprimantes

Abrégé

In one embodiment, the instant disclosure provides a portable computing device that includes at least: a processor; a non-transient computer media; computer instructions, and where, when the processor executes the computer instructions, the portable computing device is programmed to: transmit an electronic request to establish a user session related to an event, where the electronic request includes a user-specific event-specific identifier that is uniquely related to a user and the event; display, during the user session, an user-specific app-like graphical user interface including: a first interface area displaying a text-based content related to the user-specific event-specific identifier and the event, a second interface area displaying a live virtual event content related to the user-specific event-specific identifier and the event, a graphical user interface element that has been programmed to automatically execute a user-specific action related to the event when a user activates the graphical user interface element in a single action.

Classes IPC  ?

• G07C 13/00 - Appareils à voter
• G06Q 20/38 - Architectures, schémas ou protocoles de paiement - leurs détails
• G06Q 10/10 - Bureautique; Gestion du temps
• H04M 1/72457 - Interfaces utilisateur spécialement adaptées aux téléphones sans fil ou mobiles avec des moyens permettant d’adapter la fonctionnalité du dispositif dans des circonstances spécifiques en s’appuyant sur la localisation géographique
• H04M 1/72454 - Interfaces utilisateur spécialement adaptées aux téléphones sans fil ou mobiles avec des moyens permettant d’adapter la fonctionnalité du dispositif dans des circonstances spécifiques en tenant compte des contraintes imposées par le contexte ou par l’environnement
• G06Q 40/06 - Gestion de biens; Planification ou analyse financières
• H04L 9/40 - Protocoles réseaux de sécurité

Abrégé

In one embodiment, the instant disclosure provides a portable computing device that includes at least: a processor; a non-transient computer media; computer instructions, and where, when the processor executes the computer instructions, the portable computing device is programmed to: transmit an electronic request to establish a user session related to an event, where the electronic request includes a user-specific event-specific identifier that is uniquely related to a user and the event; display, during the user session, an user-specific app-like graphical user interface including: a first interface area displaying a text-based content related to the user-specific event-specific identifier and the event, a second interface area displaying a live virtual event content related to the user-specific event-specific identifier and the event, a graphical user interface element that has been programmed to automatically execute a user-specific action related to the event when a user activates the graphical user interface element in a single action.

Classes IPC  ?

• H04M 1/72 - Téléphones mobiles; Téléphones sans fil, c. à d. dispositifs pour établir des connexions sans fil aux stations de base sans sélection de l'itinéraire
• H04M 1/72454 - Interfaces utilisateur spécialement adaptées aux téléphones sans fil ou mobiles avec des moyens permettant d’adapter la fonctionnalité du dispositif dans des circonstances spécifiques en tenant compte des contraintes imposées par le contexte ou par l’environnement
• G06Q 40/06 - Gestion de biens; Planification ou analyse financières
• G07C 13/00 - Appareils à voter
• H04M 1/72457 - Interfaces utilisateur spécialement adaptées aux téléphones sans fil ou mobiles avec des moyens permettant d’adapter la fonctionnalité du dispositif dans des circonstances spécifiques en s’appuyant sur la localisation géographique

Abrégé

One embodiment of the present invention relates to electronic voting methods and systems that help simplify the management of institutional proxies. In one example, the methods and systems manage the process of meeting notifications, voting, tracking, mailing, reporting, record maintenance and/or vote disclosure rules enacted by the SEC. In one specific example, this is done for thousands of publicly traded securities custodied at various banks, brokers and global custodians. In another example, a system (and corresponding method) is provided for integrating, organizing and displaying (e.g., via a website) information in a language of preference for each user of the system. The information comprises meeting, agenda and/or ballot information and the users of the system/method is voting entities empowered to cast votes via the system.

Classes IPC  ?

• G06F 40/58 - Utilisation de traduction automatisée, p.ex. pour recherches multilingues, pour fournir aux dispositifs clients une traduction effectuée par le serveur ou pour la traduction en temps réel
• G06F 3/0482 - Interaction avec des listes d’éléments sélectionnables, p.ex. des menus
• G06F 3/0484 - Techniques d’interaction fondées sur les interfaces utilisateur graphiques [GUI] pour la commande de fonctions ou d’opérations spécifiques, p.ex. sélection ou transformation d’un objet, d’une image ou d’un élément de texte affiché, détermination d’une valeur de paramètre ou sélection d’une plage de valeurs
• G07C 13/00 - Appareils à voter
• G06Q 30/02 - Marketing; Estimation ou détermination des prix; Collecte de fonds
• G06F 16/9535 - Adaptation de la recherche basée sur les profils des utilisateurs et la personnalisation
• G06F 40/157 - Transformation utilisant des dictionnaires ou des tableaux
• G06F 40/197 - Gestion des versions

Abrégé

In some embodiments, the instant invention provides for a computer-implemented method that includes at least the following steps of: periodically receiving investment transactional data identifying investment transactions of a plurality of investors; automatically determining, based on the investment transactional data, a document to be mailed to each investor of the plurality of investors; automatically generating a delivery data for each mailing to be mailed to each investor of the plurality of investors, where the delivery data includes: bucslip data or trade confirmation data, assembling data, and unique production control bar code data generated based on the assembling data and an investment transaction identifier from the investment transactional data; and printing a unique production control bar code based on the unique production control bar code data, where the unique production control bar code is configured to be used for: assembling each mailing envelope, and tracking such mailing envelope.

Classes IPC  ?

• G06Q 40/06 - Gestion de biens; Planification ou analyse financières
• G06F 3/12 - Sortie numérique vers une unité d'impression

Abrégé

A method, system, and computer program product for electronic delivery of regulated shareholder communications to registered electronic mail client accounts. A signed regulated shareholder communication electronic mail is generated by a proxy platform server computer and the electronic mail is transmitted to an electronic mail address inbox of a client computer. An active content associated with the shareholder communication is delivered by the proxy platform server computer when the shareholder communication is opened by a user on the client computer. The user is authenticated by the proxy platform server computer. A voting ballot is delivered by the platform server computer to the authenticated user's opened shareholder communication. The ballot votes submitted from the opened shareholder communication by the user are recorded in a proxy platform server computer voting database.

Classes IPC  ?

• G07C 13/00 - Appareils à voter
• G06Q 10/10 - Bureautique; Gestion du temps

Abrégé

In some embodiments, the instant invention provides for a computer-implemented method that includes at least the following steps of: periodically receiving investment transactional data identifying investment transactions of a plurality of investors; automatically determining, based on the investment transactional data, a document to be mailed to each investor of the plurality of investors; automatically generating a delivery data for each mailing to be mailed to each investor of the plurality of investors, where the delivery data includes: bucslip data or trade confirmation data, assembling data, and unique production control bar code data generated based on the assembling data and an investment transaction identifier from the investment transactional data; and printing a unique production control bar code based on the unique production control bar code data, where the unique production control bar code is configured to be used for: assembling each mailing envelope, and tracking such mailing envelope.

Classes IPC  ?

• G06Q 30/00 - Commerce
• G06Q 10/08 - Logistique, p.ex. entreposage, chargement ou distribution; Gestion d’inventaires ou de stocks
• G06Q 40/06 - Gestion de biens; Planification ou analyse financières
• G07B 17/00 - Appareils à affranchir
• G06Q 40/04 - Transactions; Opérations boursières, p.ex. actions, marchandises, produits dérivés ou change de devises
• G06Q 10/10 - Bureautique; Gestion du temps
• G06K 15/02 - Dispositions pour produire une présentation visuelle permanente des données de sortie utilisant des imprimantes
• G06Q 10/00 - Administration; Gestion

Abrégé

In some embodiments, the instant invention provides for a computer-implemented method that includes at least the following steps of: periodically receiving investment transactional data identifying investment transactions of a plurality of investors; automatically determining, based on the investment transactional data, a document to be mailed to each investor of the plurality of investors; automatically generating a delivery data for each mailing to be mailed to each investor of the plurality of investors, where the delivery data includes: bucslip data or trade confirmation data, assembling data, and unique production control bar code data generated based on the assembling data and an investment transaction identifier from the investment transactional data; and printing a unique production control bar code based on the unique production control bar code data, where the unique production control bar code is configured to be used for: assembling each mailing envelope, and tracking such mailing envelope.

Classes IPC  ?

• G06Q 10/00 - Administration; Gestion
• G06Q 10/08 - Logistique, p.ex. entreposage, chargement ou distribution; Gestion d’inventaires ou de stocks
• G06Q 40/06 - Gestion de biens; Planification ou analyse financières
• G07B 17/00 - Appareils à affranchir
• G06Q 40/04 - Transactions; Opérations boursières, p.ex. actions, marchandises, produits dérivés ou change de devises
• G06Q 10/10 - Bureautique; Gestion du temps
• G06K 15/02 - Dispositions pour produire une présentation visuelle permanente des données de sortie utilisant des imprimantes
• G06F 17/00 - TRAITEMENT ÉLECTRIQUE DE DONNÉES NUMÉRIQUES Équipement ou méthodes de traitement de données ou de calcul numérique, spécialement adaptés à des fonctions spécifiques
• G06G 7/00 - Dispositifs dans lesquels l'opération de calcul est effectuée en faisant varier des grandeurs électriques ou magnétiques

Abrégé

In some embodiments, the instant invention provides for a computer-implemented method that includes at least the following steps of: periodically receiving investment transactional data identifying investment transactions of a plurality of investors; automatically determining, based on the investment transactional data, a document to be mailed to each investor of the plurality of investors; automatically generating a delivery data for each mailing to be mailed to each investor of the plurality of investors, where the delivery data includes: bucslip data or trade confirmation data, assembling data, and unique production control bar code data generated based on the assembling data and an investment transaction identifier from the investment transactional data; and printing a unique production control bar code based on the unique production control bar code data, where the unique production control bar code is configured to be used for: assembling each mailing envelope, and tracking such mailing envelope.

Classes IPC  ?

• G06Q 30/00 - Commerce
• G06Q 10/08 - Logistique, p.ex. entreposage, chargement ou distribution; Gestion d’inventaires ou de stocks
• G06Q 10/00 - Administration; Gestion

Abrégé

In one embodiment, a mobile electronic device at least having: a processor programmed to acquire an access instruction to allow a voter to access vote issues; and execute the following code: to provide, to the voter, information identifying vote issues; to enable the mobile electronic device to transmit at least one vote of the voter, where the enabling is based on: a first software instruction that instructs the mobile electronic device to present a first vote issue, a second software instruction that instructs the mobile electronic device to receive a first vote from the voter, where the voter submits the first vote by a first single action performed immediately after the presentation of the first vote issue and without any intervening action, a third software instruction that instructs the mobile electronic device of the voter to transmit the received first vote from the voter to the computer system.

Classes IPC  ?

• G07C 13/00 - Appareils à voter
• H04W 4/02 - Services utilisant des informations de localisation

Abrégé

In one embodiment, a mobile electronic device at least having a processor programmed to acquire an access instruction to allow a voter to access vote issues; and execute the following code: to provide, to the voter, information identifying vote issues; to enable the mobile electronic device to transmit at least one vote of the voter, where the enabling is based on: a first software instruction that instructs the mobile electronic device to present a first vote issue, a second software instruction that instructs the mobile electronic device to receive a first vote from the voter, where the voter submits the first vote by a first single action performed immediately after the presentation of the first vote issue and without any intervening action, a third software instruction that instructs the mobile electronic device of the voter to transmit the received first vote from the voter to the computer system.

Classes IPC  ?

• G06Q 10/00 - Administration; Gestion
• G06Q 10/10 - Bureautique; Gestion du temps
• G06Q 20/38 - Architectures, schémas ou protocoles de paiement - leurs détails

Abrégé

One embodiment of the present invention relates to electronic voting methods and systems that help simplify the management of institutional proxies. In one example, the methods and systems manage the process of meeting notifications, voting, tracking, mailing, reporting, record maintenance and/or vote disclosure rules enacted by the SEC. In one specific example, this may be done for thousands of publicly traded securities custodied at various banks, brokers and global custodians. In another example, a system (and corresponding method) may be provided for integrating, organizing and displaying (e.g., via a website) information in a language of preference for each user of the system. The information may comprise meeting, agenda and/or ballot information and the users of the system/method may be voting entities empowered to cast votes via the system.

Classes IPC  ?

• G06F 17/21 - Traitement de texte

Abrégé

One embodiment of the present invention relates to electronic voting methods and systems that help simplify the management of institutional proxies. In one example, the methods and systems manage the process of meeting notifications, voting, tracking, mailing, reporting, record maintenance and/or vote disclosure rules enacted by the SEC. In one specific example, this may be done for thousands of publicly traded securities custodied at various banks, brokers and global custodians. In another example, a system (and corresponding method) may be provided for integrating, organizing and displaying (e.g., via a website) information in a language of preference for each user of the system. The information may comprise meeting, agenda and/or ballot information and the users of the system/method may be voting entities empowered to cast votes via the system.

Classes IPC  ?

• G06F 17/28 - Traitement ou traduction du langage naturel
• G07C 13/00 - Appareils à voter

Produits et services

financial services, namely, distribution of financial and compliance information and rules; and providing stock/securities market and compliance information

Abrégé

A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.

Classes IPC  ?

• G06Q 40/06 - Gestion de biens; Planification ou analyse financières