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Method and apparatus for anabling individual or smaller investors or others to create and manage a portfolio securities or other assets or liabilities ona cast effect basis
Method and apparatus for anabling individual or smaller investors or others to create and manage a portfolio securities or other assets or liabilities ona cast effect basis
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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