Patents by Inventor Derek M. Gledhill

Derek M. Gledhill 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).

  • Asset management reconciliation system and method
    Patent number: 8036970
    Abstract: A system and a method of managing and reconciling changes in the cost basis for assets is provided. More specifically, the system and the method allow asset management advisors to provide clients with investment portfolio information that is complete and accurate. Specifically, the present system and the method allow cost basis data and tax lot data to be extracted from brokerage systems and other financial instrument administration systems to enable automated reporting of changes to cost basis changes for an individual's portfolio of assets.
    Type: Grant
    Filed: January 13, 2004
    Date of Patent: October 11, 2011
    Assignee: Ameriprise Financial, Inc.
    Inventors: Derek M. Gledhill, Andrew J. Start