1
Charles Agee Atkins: System for the operation and management of one or more financial accounts through the use of a digital communication and computation system for exchange, investment and borrowing. Proprietary Financial Products, Pennie & Edmonds, July 1, 1997: US05644727 (751 worldwide citation)

A practical communication and computer based system and method for effecting exchange, investment and borrowing involves the use of digital communication and computation terminals distributed to users and service providers. Through the system described and its combined computer and communication ter ...


2
Charles Agee Atkins: System for the operation and management of one or more financial accounts through the use of a digital communication and computation system for exchange, investment and borrowing. Proprietary Financial Products, Pennie & Edmonds, February 23, 1999: US05875437 (730 worldwide citation)

A practical communication and computer based system and method for effecting exchange, investment and borrowing involves the use of digital communication and computation terminals distributed to users and service providers. Through the system described and its combined computer and communication ter ...


3
Charles Agee Atkins: Method for managing financial accounts by a preferred allocation of funds among accounts. Proprietary Financial Products, Pennie & Edmonds, December 22, 1998: US05852811 (531 worldwide citation)

A personal financial program is disclosed incorporating means of implementing, coordinating, supervising, planning, analyzing and reporting upon investments in an array of asset accounts and liability accounts within a client account. Through a prioritization function, the client specifies his finan ...


4
Charles Agee Atkins: System for managing financial accounts by a priority allocation of funds among accounts. Proprietary Financial Products, Pennie & Edmonds, June 8, 1999: US05911135 (322 worldwide citation)

A personal financial management program is disclosed for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within a client account. Through a mathematical programming function the client specifies his financial objec ...


5
Charles Agee Atkins: System for prioritized operation of a personal financial account comprising liabilities and investment assets. Proprietary Financial Products, Pennie & Edmonds, June 8, 1999: US05911136 (295 worldwide citation)

A personal financial management program is for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within a client account. Through a mathematical programming function the client specifies his financial objectives, his ...


6
Charles Agee Atkins: System for managing financial accounts by reallocating funds among accounts. Proprietary Financial Products, Pennie & Edmonds, March 16, 1999: US05884285 (294 worldwide citation)

A personal financial management program is disclosed for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within a client account. Through a mathematical programming function the client specifies his financial objec ...


7
Charles Agee Atkins: Personal financial management system for creation of a client portfolio of investment and credit facilities where funds are distributed based on a preferred allocation. Proprietary Financial Products, Pennie & Edmonds, January 26, 1999: US05864828 (249 worldwide citation)

A personal financial management program is for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within a client account. Through a mathematical programming function the client specifies his financial objectives, his ...