Abstract: A system and method for determining a set of applications that can be accessed by a group or constituency of entitled users from among the applications associated with a server system. The system may provide a common look and feel for the applications accessed by a particular group or constituency based on an identification subentity code. Applications are informed of the constituency group associated with the user to cause application of particular business logic in conjunction with the entitled applications.

Abstract: An alert messaging system and method to securely transmit and receive alert messages via secure connection among one or more messaging servers and at least one client user station using a token-based, one-way handshake mechanism.

Abstract: An alert messaging system and method to securely transmit and receive alert messages via secure connection among one or more messaging servers and at least one client user station using a token-based, one-way handshake mechanism.

Abstract: A system and method for tax reporting of taxable and non-taxable distributions, gains and losses of investments including providing access to tax information regarding the investments and providing various functions pertaining to the tax information associated with qualified plans is provided. The system and method can be used by, among others, financial institution personnel to view and adjust tax information on tax forms.

Abstract: A system and method for tax reporting of taxable and non-taxable distributions, gains and losses of investments including providing access to tax information regarding the investments and providing various functions pertaining to the tax information is provided. The system and method can be used by, among others, financial institution personnel to view and adjust tax information on tax forms, such as the United States Internal Revenue Service (IRS) 1099, 1042S and 480.6A,B,C forms. The system and method can be used to perform tax reporting for any number of kinds of tax information and investment information, including tax information associated with investments in any kind of banking or trust account such as checking, savings, lines of credit, home equity loans, mortgages, trust accounts, and certificate of deposit, creditor accounts such as credit card accounts and loans, and employment-related accounts such as employer loans and employee stock purchase plans.

Abstract: A timesheet reporting and extraction system and method includes accepting time entry data from a first user using a computing device. The entered data is compared to a predefined work schedule and discrepancies are noted for overtime or other compensation adjustments. Timesheet information and adjustment information are organized into a file and uploaded to a server for database storage and report processing, and may be converted and output to a central processing system such as a payroll system. A second user approves timesheet entries using a second computing device.

Abstract: A system and method for determining a set of applications that can be accessed by a group or constituency of entitled users from among the applications associated with a server system. The system may provide a common look and feel for the applications accessed by a particular group or constituency based on an identification subentity code. Applications are informed of the constituency group associated with the user to cause application of particular business logic in conjunction with the entitled applications.

Abstract: A system and methods for aggregating data contained in multiple client accounts and reporting the aggregated account information to the client as well as to other interested parties to whom the client has granted access permission. Account information may be obtained from external sources using a network and included in the aggregated client data. In at least one embodiment, the system includes a web server for generating aggregated account data reports from account information maintained in a database and an interested party terminal for receiving aggregated account data reports. The system and methods allow a client to specify various levels of access permission for an interested party, and thereby to control the level of detail accessible by one or more interested parties using the system.

Abstract: A system and methods for aggregating data contained in multiple client accounts and reporting the aggregated account information to the client as well as to other interested parties to whom the client has granted access permission. Account information may be obtained from external sources using a network and included in the aggregated client data. In an exemplary embodiment, the system includes a web server for generating aggregated account data reports from account information maintained in a database and a client terminal for receiving aggregated account data reports. The system and methods include calculating and reporting one or more weighted average values for each type of investment held in one or more independent investment accounts.

Abstract: A system and methods for aggregating data contained in multiple client accounts and reporting the aggregated account information to the client as well as to other interested parties to whom the client has granted access permission. Account information may be obtained from external sources using a network and included in the aggregated client data. In an exemplary embodiment, the system includes a web server for generating aggregated account data reports from account information maintained in a database and a client terminal for receiving aggregated account data reports. The system and methods include aggregating one or more sets of stock options in the aggregated account information.

Abstract: In accordance with at least one embodiment of the invention, an interest determination system is provided that may perform daily calculation of account interest, with a single monthly processing of associated charges to clients.