公开(公告)号：US20080162375A1

公开(公告)日：2008-07-03

申请号：US11966712

申请日：2007-12-28

申请人： Jeffrey T. Seely ,  Jeffrey A. Huse ,  Jeffrey D. Gale ,  Brian W. Ratzliff ,  Steven K. Abrahams ,  Larry Wickline ,  Paul A. George

发明人： Jeffrey T. Seely ,  Jeffrey A. Huse ,  Jeffrey D. Gale ,  Brian W. Ratzliff ,  Steven K. Abrahams ,  Larry Wickline ,  Paul A. George

IPC分类号： G06Q40/00

CPC分类号： G06Q40/06 ,  G06Q40/04

摘要： 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.

摘要翻译： 基于计算机的聚合安全投资服务通过一个或多个通信链路与一个或多个客户交互。 该服务允许多个客户以美元增量执行证券的汇总采购订单。 设置帐户的客户可以选择众多不同类型的个人，联合，常规或税收优势账户。 本发明还提供了一种机制，用于通过惊人的股份购买作为两个或多个子订单来减少投资服务对购买具有波动价格的证券的风险。 最后，本发明提供了一种为与非附属组织相关联的用户生成定制通信的方法，而不需要为每个组织单独的硬件组件。

公开(公告)号：US08682771B2

公开(公告)日：2014-03-25

申请号：US11966712

申请日：2007-12-28

申请人： Jeffrey T. Seely ,  Jeffrey A. Huse ,  Jeffrey D. Gale ,  Brian W. Ratzliff ,  Steven K. Abrahams ,  Larry Wickline ,  Paul A. George

发明人： Jeffrey T. Seely ,  Jeffrey A. Huse ,  Jeffrey D. Gale ,  Brian W. Ratzliff ,  Steven K. Abrahams ,  Larry Wickline ,  Paul A. George

IPC分类号： G06Q40/00

CPC分类号： G06Q40/06 ,  G06Q40/04

摘要： 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.

摘要翻译： 基于计算机的聚合安全投资服务通过一个或多个通信链路与一个或多个客户交互。 该服务允许多个客户以美元增量执行证券的汇总采购订单。 设置帐户的客户可以选择众多不同类型的个人，联合，常规或税收优势账户。 本发明还提供了一种机制，用于通过惊人的股份购买作为两个或多个子订单来减少投资服务对购买具有波动价格的证券的风险。 最后，本发明提供了一种为与非附属组织相关联的用户生成定制通信的方法，而不需要为每个组织单独的硬件组件。