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Method and apparatus for enabling individuals or small investors to cost effectively build and manage portfolios of securities or other assets or liabilities
Method and apparatus for enabling individuals or small investors to cost effectively build and manage portfolios of securities or other assets or liabilities
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机译:使个人或小型投资者能够经济有效地建立和管理证券或其他资产或负债的投资组合的方法和装置
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摘要
A proxy voting system enables an investor with a large number of investments to efficiently manage and vote proxies. A shareholder enters preferences regarding how to vote his or her proxies into a computer system, which then screens the received proxies, automatically enters the shareholder's preferences onto the proxy card and returns the completed proxy card to the appropriate election authority at the proper time. The system includes a central controller, a user interface for each investor, a proxy server and a manual entry subsystem, which provides an interface for those corporations that are not equipped to handle electronic formatted proxies.
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