Systems and methods for implementing a platform for investing
US10147140B1 · kind B1 · utility
1Cited by
3References
30Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Mar 17, 2014 |
| Grant date | Dec 4, 2018 |
| Priority date | — |
| Expiry date | Apr 20, 2035 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Systems and methods to implement a platform for investing allow customers to purchase shares of investment funds using a balance in a closed-loop stored-value account, a financial account, and/or both. Part of a balance is (periodically or automatically) withdrawn, and used to fund the purchase. Purchases may be triggered by predetermined and specified content and/or activity occurring in a social media stream associated with a customer. Withdrawals from multiple customers may be aggregated into a single periodical transaction.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.