Patents Assigned to Shareholder Intelligence Services LLC
  • Method and system for collection and analysis of shareholder information
    Patent number: 7882020
    Abstract: A system and method is provided for the gathering of and manipulation of shareholder data, including information on individual shareholders and related custodians of shares, and comparing the shareholder/custodian data to a set of rules and/or a set of marketing analysis data to identify securities compliance issues and/or evaluate a securities marketing plan.
    Type: Grant
    Filed: September 24, 2010
    Date of Patent: February 1, 2011
    Assignee: Shareholder Intelligence Services LLC
    Inventors: David Wenger, Fraser B. Barnes, Marc A. Pitcher, Robert Drake
  • Method and system for collection and analysis of shareholder information
    Patent number: 7831500
    Abstract: A system and method is provided for the gathering of and manipulation of shareholder data, including information on individual shareholders and related custodians of shares, and comparing the shareholder/custodian data to a set of rules and/or a set of marketing analysis data to identify securities compliance issues and/or evaluate a securities marketing plan.
    Type: Grant
    Filed: June 14, 2004
    Date of Patent: November 9, 2010
    Assignee: Shareholder Intelligence Services LLC
    Inventors: David Wenger, Fraser B. Barnes, Marc A. Pitcher, Robert Drake