System and method for facilitating purchase of financial...

G - Physics – 06 – Q

Patent

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G06Q 40/06 (2012.01)

Patent

CA 2701702

A system, method and software for facilitating the purchase of financial investments for the benefit of beneficiary and providing educational and entertaining interactive tools regarding same is disclosed. The system includes at least one database containing information regarding one or more financial instruments. The system further includes at least one first user interface to enable a first user to access information regarding one or more financial investments, to facilitate the purchase by the first user of one or more financial investments, and to enable the first user to designate a second user beneficiary of the financial investment. The system also includes at least one second user interface providing information to the second user beneficiary regarding the financial investment. The system may also allow a first user to plan events and invite third users to such events and inform third users of opportunities to purchase investments for the benefit of the second user beneficiary.

L'invention concerne un système, un procédé et un logiciel permettant de faciliter l'achat d'investissements financiers pour le compte d'un bénéficiaire, et de fournir des outils éducatifs et récréatifs à ce sujet. Le système comprend au moins une base de données contenant des informations concernant un ou plusieurs instruments financiers. Le système comprend en outre au moins une interface de premier utilisateur permettant à un premier utilisateur d'accéder à des informations concernant un ou plusieurs investissements financiers, afin de faciliter l'achat par le premier utilisateur d'un ou de plusieurs investissements financiers et de permettre au premier utilisateur de désigner un second utilisateur bénéficiaire de l'investissement financier. Le système comprend également au moins une interface de second utilisateur fournissant des informations au second utilisateur bénéficiaire concernant l'investissement financier. Le système peut également comprendre un premier utilisateur pour planifier des événements et inviter des troisièmes utilisateurs à de tels événements et les informer des occasions d'acheter des investissements pour le compte du second utilisateur bénéficiaire.

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