Computer-based aggregated securities investment service

A computer-based aggregated security investment service interacts with one or more customers via one or more communication links. The service allows multiple customers to execute aggregated purchase orders of securities in dollar increments. Customers setting up accounts have the ability to select n...

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Main Authors HUSE JEFFREY A, RATZLIFF BRIAN W, GEORGE PAUL A, GALE JEFFREY D, WICKLINE LARRY, ABRAHAMS STEVEN K, SEELY JEFFREY T
Format Patent
LanguageEnglish
Published 25.03.2014
Subjects
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
ELECTRIC COMMUNICATION TECHNIQUE
ELECTRICITY
PHYSICS
SELECTING
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Summary:A computer-based aggregated security investment service interacts with one or more customers via one or more communication links. The service allows multiple customers to execute aggregated purchase orders of securities in dollar increments. Customers setting up accounts have the ability to select numerous different types of individual, joint, conventional, or tax advantaged accounts. The present invention also provides a mechanism for reducing the exposure of the investment service to purchases of securities with fluctuating prices by staggering share purchases as two or more sub-orders. Finally, the present invention provides a method of producing customized communications for users associated with a non-affiliated organization without requiring separate hardware components for each organization.
Bibliography:Application Number: US20070966712