Steven G Dunlap

US Patent:

20020116311, Aug 22, 2002

Filed:

Feb 21, 2002

Appl. No.:

10/082470

Inventors:

Shane Chalke - Leesburg VA, US
Steven Dunlap - Leesburg VA, US

Assignee:

AnnuityNet, Inc. - Leesburg VA

International Classification:

G06F017/60

US Classification:

705/036000

Abstract:

A group trading software application and method for remotely based investment managers providing the capability for managing multiple investment accounts by user defined groups. The groups can contain multiple investment and subgroups, each of which can be defined by the user around such criteria as on an ad hoc basis, on common levels of risk and by groups of owners. Multiple trading day fund cut off times for each group or subgroup are supported. Pending and complete trade status for each individual account, groups and/or subgroup is provided. The investments can be in any financial product, including annuities, mutual funds and insurance policies.

US Patent:

20020133440, Sep 19, 2002

Filed:

Mar 12, 2002

Appl. No.:

10/096465

Inventors:

Shane Chalke - Leesburg VA, US
Steven Dunlap - Leesburg VA, US
Kristina Vaughn - Ashburn VA, US
Thomas Christian - Hollywood MD, US
Thomas Dengler - Alexandria VA, US

Assignee:

AnnuityNet, Inc. - Lessburg VA

International Classification:

G06F017/60

US Classification:

705/035000

Abstract:

A graphical user interface and computer interoperability system for opening and managing annuity contract accounts is taught herein. User entry interview information is requested based on the type of annuity sought. Features include real time error checking and validation, automatic forwarding of completed forms to financial institutions, and automated response and status information from the financial institutions to users. Automated qualification for Registered Investment Advisors is also provided.