System and methods for prioritized management of financial...

G - Physics – 06 – Q

Patent

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G06Q 40/00 (2006.01)

Patent

CA 2582271

The invention relates to an improved means for interactive computerized communications having a facilitated capability for order entry and order execution, and providing an enhanced range of trading forms and methods to clients of brokerage firms dealing in financial securities. In particular, the invention relates to a type of interactive computerized system and software program that implements an improved mode of online communication between brokerage firms dealing in financial securities and their retail investors, to result in a more efficient and flexible range in the type of allowable trades, and that provides thereby innovative and strategic advantages to individual investors of brokerage firms, for actively managing financial securities held in trading accounts.

L'invention concerne une unité améliorée pour communications informatisées interactives présentant une capacité accrue d'entrée d'ordres et d'exécution d'ordres et fournissant une gamme étendue de formes et de procédés de commerce à des clients de maisons de courtage spécialisées dans les titres financiers. Plus particulièrement, l'invention concerne un type de système informatisé interactif et de programme logiciel mettant en oeuvre un mode amélioré de communication en ligne entre des maisons de courtage spécialisées dans les titres financiers et leurs investisseurs particuliers, d'où l'obtention d'une gamme plus efficace et plus souple en termes de type de transactions admises, et fournissant des avantages novateurs et stratégiques à des investisseurs individuels de maisons de courtage en vue d'une gestion active de titres financiers détenus dans des comptes de négociation.

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