Elizabeth B Pedersen

US Patent:

20030163403, Aug 28, 2003

Filed:

Feb 1, 2002

Appl. No.:

10/060328

Inventors:

Kitty Chen - Manhasset NY, US
Elizabeth Pedersen - Florence NJ, US
Billy Hung - Guttenberg NJ, US

Assignee:

UBS PaineWebber Inc. - Weehawken NJ

International Classification:

G06F017/60

US Classification:

705/036000

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.

US Patent:

20060010064, Jan 12, 2006

Filed:

Jul 7, 2004

Appl. No.:

10/885321

Inventors:

Carla Noriega - Paramus NJ, US
Elizabeth Pedersen - Monroe NJ, US
David Christensen - Jersey City NJ, US
Mark Lipschutz - Howard Beach NY, US
Andre Kupelian - Levittown NY, US
Keyur Patel - Jersey City NJ, US
Takshing Andy Chow - Brooklyn NY, US
Olga Konratev - Fair Lawn NJ, US
Ellen Brill - Passaic NJ, US
Angelo Diamantidis - North Plainfield NJ, US

Assignee:

UBS Financial Services Inc. - Weehawken NJ

International Classification:

G06Q 40/00

US Classification:

705037000

Abstract:

Methods and systems for real time margin management are provided. A margin inquiry request from a user is processed in real time. Such a margin inquiry request may include a real time on-demand margin inquiry. In addition, a margin inquiry request may also correspond to a hypothetical margin inquiry.