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互动投资信息的系统和方法

摘要

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.
机译:公开了一种系统,方法和软件,该系统,方法和软件便于为受益人的利益而购买金融投资并提供关于其的教育和娱乐互动工具。该系统包括至少一个数据库,该数据库包含有关一种或多种金融工具的信息。该系统还包括至少一个第一用户界面,以使第一用户能够访问有关一个或多个金融投资的信息,以方便第一用户购买一个或多个金融投资,并使第一用户能够指定第二个。金融投资的用户受益者。该系统还包括至少一个第二用户界面,该第二用户界面向第二用户受益人提供有关金融投资的信息。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这样的事件,并为第二用户受益者的利益通知第三用户购买投资的机会。

著录项

  • 公开/公告号EP2212846A4

    专利类型

  • 公开/公告日2011-06-29

    原文格式PDF

  • 申请/专利权人 MOSES AMY ROSE;

    申请/专利号EP20080835794

  • 发明设计人 MOSES AMY ROSE;

    申请日2008-10-03

  • 分类号G06Q40/00;

  • 国家 EP

  • 入库时间 2022-08-21 17:57:03

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