Inventor · disambiguated record
Charles Smith
Also filed as: SMITH CHARLES · SMITH CHARLES R III · SMITH III CHARLES R · SMITH III CHARLES RAYMOND
8 granted patents·4 pending applications·393 citations·filing 2003–2014
90Inventor score
Technology areasG06Q
Top patents by PatentIndex Score
12 records- 0192US7711626B2Systems, methods, and computer program products for adjusting the assets of an investment accountCHECKFREE CORP·Filed 2006·Granted May 4, 2010·59 cites·22 claims
- 0291US7636686B2Automated actions based on restrictionsCHECKFREE CORP·Filed 2005·Granted Dec 22, 2009·67 cites·19 claims
- 0390US7930239B2Automated actions based on restrictionsCHECKFREE CORP·Filed 2009·Granted Apr 19, 2011·50 cites·20 claims
- 0490US7805348B2Systems and methods enabling investment activities via the creation and use of client-specific security filesCHECKFREE CORP·Filed 2006·Granted Sep 28, 2010·47 cites·14 claims
- 0587US7729969B1Coordinated rebalancing by money manager portfolio management systems and a master overlay manager portfolio management systemCHECKFREE CORP·Filed 2003·Granted Jun 1, 2010·71 cites·17 claims
- 0685US7822667B1Distribution of cash deposits and withdrawals in multi-style managed client investment accountsCHECKFREE CORP·Filed 2003·Granted Oct 26, 2010·51 cites·20 claims
- 0784US7809624B1Drift determination in multi-style managed client investment accountCHECKFREE CORP·Filed 2003·Granted Oct 5, 2010·48 cites·23 claims
- 0859US2015120611A1Systems and Methods for Multi-Style Portfolio (MSP) Cash Flow EnhancementBARONE JOSEPH A·Filed 2014·Application pending·0 cites
- 0953US2010191672A1Systems, methods, and computer program products for adjusting the assets of an investment accountCHECKFREE CORP·Filed 2010·Application pending·0 cites
- 1050US8812388B2Systems and methods for multi-style portfolio (MSP) cash flow enhancementBARONE JOSEPH ANTHONY·Filed 2007·Granted Aug 19, 2014·0 cites·34 claims
- 1147US2007005493A1Sponsor-manager reconciliation in handling of custodian transactionsKANDRAVY AMY·Filed 2006·Application pending·0 cites
- 1247US2007005465A1Joint sponsor-manager handling of custodian transactionsCHECKFREE CORP·Filed 2005·Application pending·0 cites
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