Patents by Inventor Lavinia S. Zyvith

Lavinia S. Zyvith has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • SYSTEMS, METHODS, AND COMPUTER PROGRAM PRODUCTS FOR ADJUSTING THE ASSETS OF AN INVESTMENT ACCOUNT
    Publication number: 20100191672
    Abstract: Methods of the present invention identify an asset allocation model and at least one security associated there with. An investment account portfolio is stored that includes at least one substitute security associated with the identified at least one security. A virtual portfolio is then generated that includes the identified at least one security. A tax lot is created for the identified at least one security to identify a total value for the at least one security, and the method determines whether the virtual portfolio complies with the asset allocation model. The identified at least one security associated with the asset allocation model is restricted from the investment account portfolio.
    Type: Application
    Filed: March 18, 2010
    Publication date: July 29, 2010
    Applicant: CHECKFREE CORPORATION
    Inventors: Hari Nanjundamoorthy, Charles R. Smith, III, Michele Pierdinock, William McKinney, Lavinia S. Zyvith, Reo A. Gonzales, Joseph A. Barone
  • Systems, methods, and computer program products for adjusting the assets of an investment account
    Patent number: 7711626
    Abstract: Methods of the present invention identify an asset allocation model and at least one security associated there with. An investment account portfolio is stored that includes at least one substitute security associated with the identified at least one security. A virtual portfolio is then generated that includes the identified at least one security. A tax lot is created for the identified at least one security to identify a total value for the at least one security, and the method determines whether the virtual portfolio complies with the asset allocation model. The identified at least one security associated with the asset allocation model is restricted from the investment account portfolio.
    Type: Grant
    Filed: June 30, 2006
    Date of Patent: May 4, 2010
    Assignee: Checkfree Corporation
    Inventors: Hari Nanjundamoorthy, Charles R. Smith, III, Michele Pierdinock, William McKinney, Lavinia S. Zyvith, Reo A. Gonzales, Joseph A. Barone
  • Systems, methods, and computer program products for adjusting the assets of an investment account
    Publication number: 20080016010
    Abstract: Methods of the present invention identify an asset allocation model and at least one security associated there with. An investment account portfolio is stored that includes at least one substitute security associated with the identified at least one security. A virtual portfolio is then generated that includes the identified at least one security. A tax lot is created for the identified at least one security to identify a total value for the at least one security, and the method determines whether the virtual portfolio complies with the asset allocation model. The identified at least one security associated with the asset allocation model is restricted from the investment account portfolio.
    Type: Application
    Filed: June 30, 2006
    Publication date: January 17, 2008
    Inventors: Hari Nanjundamoorthy, Charles R. Smith, Michele Pierdinock, William McKinney, Lavinia S. Zyvith, Reo A. Gonzales, Joseph A. Barone