Patents Assigned to Fidelity Information Systems, LLC
  • Systems and methods for generating a digital document using retrieved tagged data
    Patent number: 11449943
    Abstract: Systems, methods, and devices are presented for providing and managing investments and workflow for investors and sponsors are described. The system provides and utilizes an actionable, reliable, transparent, real-time, collaborative marketplace for facilitating funding and distribution and for reviewing the performance of private placements via an online, authoritative, unified compliance and execution platform for private placements and other investments.
    Type: Grant
    Filed: September 20, 2019
    Date of Patent: September 20, 2022
    Assignee: Fidelity Information Systems, LLC
    Inventors: John Pizzi, Kim Vogel, Craig Setera, Christian Andraca, Steve Lemmer, Tim Morrison