首页> 外国专利> SYSTEM AND METHOD FOR FACILITATING PURCHASE OF FINANCIAL INVESTMENTS ON BEHALF OF A BENEFICIARY AND PROVIDING INTERACTIVE INVESTMENT INFORMATION

SYSTEM AND METHOD FOR FACILITATING PURCHASE OF FINANCIAL INVESTMENTS ON BEHALF OF A BENEFICIARY AND PROVIDING INTERACTIVE INVESTMENT INFORMATION

机译:有利于代表受益人购买金融投资并提供交互式投资信息的系统和方法

摘要

A system, method and software for facilitating the purchase of financialinvestments for the benefit of beneficiaryand providing educational and entertaining interactive tools regarding same isdisclosed. The system includes at least one databasecontaining information regarding one or more financial instruments. The systemfurther includes at least one first user interface toenable a first user to access information regarding one or more financialinvestments, to facilitate the purchase by the first user ofone or more financial investments, and to enable the first user to designate asecond user beneficiary of the financial investment. Thesystem also includes at least one second user interface providing informationto the second user beneficiary regarding the financialinvestment. The system may also allow a first user to plan events and invitethird users to such events and inform third users ofopportunities to purchase investments for the benefit of the second userbeneficiary.
机译:用于促进金融购买的系统,方法和软件受益人的投资并提供与此相关的教育性和娱乐性互动工具是披露。该系统包括至少一个数据库包含有关一种或多种金融工具的信息。系统还包括至少一个第一用户界面,用于使第一用户能够访问有关一个或多个财务的信息投资,以方便第一位用户购买一项或多项金融投资,并允许第一个用户指定一个金融投资的第二用户受益人。的系统还包括至少一个提供信息的第二用户界面给第二用户受益人有关财务投资。该系统还可以允许第一用户计划事件并邀请第三用户参加此类事件并告知第三用户为第二用户的利益购买投资的机会受益人。

著录项

  • 公开/公告号CA2701702C

    专利类型

  • 公开/公告日2016-11-01

    原文格式PDF

  • 申请/专利权人 MOSES AMY ROSE;

    申请/专利号CA20082701702

  • 发明设计人 MOSES AMY ROSE;

    申请日2008-10-03

  • 分类号G06Q40/06;

  • 国家 CA

  • 入库时间 2022-08-21 14:21:52

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