1
Leslie P Kalmus, Donald R Trojan, Bradley Mott, John Strampfer: Automated securities trading system. Merrill Lynch Pierce Fenner & Smith, William L Botjer, June 16, 1987: US04674044 (1090 worldwide citation)

Data processing based apparatus makes an automated trading market for one or more securities. The system retrieves the best obtaining bid and asked prices from a remote data base, covering the ensemble of institutions or others making a market for the relevant securities. Data characterizing each se ...


2
Donald R Trojan, Edward F Keenan III, Henry Hyatt: Securities trading workstation. Merrill Lynch Pierce Fenner & Smith Incorporated, Hopgood Calimafde Kalil Blaustein & Judlowe, March 22, 1994: US05297032 (965 worldwide citation)

A work station for use by a trader of securities on an established market. The work station is integrated into a network of competing market makers for a plurality of securities for trading. A centralized database provides a feed of data on current market events for the securities, including price a ...


3
Thomas E Musmanno: Securities brokerage-cash management system. Merrill Lynch Pierce Fenner & Smith Incorporated, J Gibson Semmes, Joseph Shortill, August 24, 1982: US04346442 (534 worldwide citation)

Data processing for an improved securities brokerage/cash management system supervises, implements and coordinates a margin securities brokerage account; participation in one or more short term money market or comparable funds; and subscriber-initiated use of electronically responsive subscriber ide ...


4
Thomas E Musmanno, Joseph A Marrone, Laura Carey: Securities brokerage-cash management system with short term investment proceeds allotted among multiple accounts. Merrill Lynch Pierce Fenner & Smith Incorporated, Stephen B Judlowe, September 27, 1988: US04774663 (438 worldwide citation)

Data processing for an improved securities brokerage-cash management system supervises, implements and coordinates a margin securities brokerage account; participation in one or more short term investments; and subscriber unilaterally initiated use of charge, debit or checking instruments. Subscribe ...


5
Thomas E Musmanno: Securities brokerage-cash management system. Merrill Lynch Pierce Fenner & Smith, Stephen B Judlowe, March 15, 1983: US04376978 (348 worldwide citation)

Data processing for an improved securities brokerage/cash management system supervises, implements and coordinates a margin securities brokerage account; participation in one or more short term money market or comparable funds; and subscriber-initiated use of electronically responsive subscriber ide ...


6
Thomas E Musmanno, Carlos F Bilbao: Securities brokerage-cash management system obviating float costs by anticipatory liquidation of short term assets. Merrill Lynch Pierce Fenner & Smith, Stephen B Judlowe, June 24, 1986: US04597046 (311 worldwide citation)

Data processing for an improved securities brokerage/cash management system supervises, implements and coordinates a margin securities brokerage account; a participation in one or more short term money market or comparable funds; and subscriber-initiated use of electronically responsive subscriber i ...


7
Janine S Kenna, Patrick B Butler, Thomas Musmanno, Kelly Ur: Integrated nested account financial system with medical savings subaccount. Merrill Lynch Pierce Fenner & Smith, Hopgood Calimafde Kalil & Judlowe, August 22, 2000: US06108641 (289 worldwide citation)

A computer system for managing a plurality of accounts, each of the accounts being separated into a master account and at least one subaccount associated therewith, and at least one subaccount being a medical savings account (MSA). Each subaccount incorporates a subset of features available for the ...


8
Derek N Stein, Arthur L Thomas, Mark Alexander: Distributed architecture utility. Merrill Lynch Pierce Fenner & Smith, Hopgood Calimafde Kalil & Judlowe, November 2, 1999: US05978779 (233 worldwide citation)

The invention provides a system and device for integrating and structuring the relationships of a financial services provider (FSP) with its clients and with third parties (counterparties) with which the FSP transacts business. Preferably, each entity with which the FSP transacts business, preferabl ...


9
John Cristofich, Susan Warner, Deborah Howard, Karen Berkley, Eric Radcliffe: Stock option control and exercise system. Merrill Lynch Pierce Fenner & Smith, Hopgood Calimafde Kalil & Judlowe, January 9, 2001: US06173270 (178 worldwide citation)

A system and method for managing a plurality of stock option accounts each for a plurality of participants. The system invokes a particular option plan defined in the system that governs the transaction choices available to each participants The governing option plans are defined by the sponsoring c ...


10
Clive H Austin: System for managing real estate SWAP accounts. Merrill Lynch Pierce Fenner & Smith Incorporated, Hopgood Calimafde Kalil & Judlowe, September 7, 1999: US05950175 (170 worldwide citation)

A data processing system for managing a plurality of discrete accounts. Each account provides a swap between a property holder and the plan manager wherein the holder dilutes their exposure to the real estate market by exchanging future appreciation of the property for a current cash flow stream. Th ...