Systems and methods for determining investment product...

Details Systems and methods for determining investment product... Systems and methods for determining investment product...

G - Physics

06

Q

G06Q 40/00 (2006.01)

Patent

CA 2613842

Techniques and systems are disclosed for determining the suitability of one or more investment products for an investor. One embodiment provides a method which includes receiving (e.g., via a graphical user interface, or GUI) information defining one or more characteristics of the investor, receiving (e.g., retrieving from an electronic file storage) information defining, for each of the investment products, at least one policy which pertains to investors in the product in a manner based at least in part on the characteristic(s) of the investor, processing the information to determine whether and/or how one or more policies apply to the investor, and presenting to a user (e.g., via the GUI) an indication of whether and/or how the policy(ies) apply(ies) to the investor, thus enabling the user to evaluate the suitability of the investment product(s) for the investor.

Affiliated with

Also associated with

Rating

Systems and methods for determining investment product... does not yet have a rating. At this time, there are no reviews or comments for this patent.

If you have personal experience with Systems and methods for determining investment product..., we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Systems and methods for determining investment product... will most certainly appreciate the feedback.

Rate now

Comments { 0 }

Profile ID: LFCA-PAI-O-1422320