ELECTRONIC PLATFORM FOR MANAGING INVESTMENT PRODUCTS
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United States of America Patent
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Issued Date -
Dec 3, 2015
app pub date -
May 29, 2015
filing date -
May 30, 2014
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Abstract
Example embodiments of the present invention are directed to an integrated system and methods performed thereon for identifying customized structured investment products, certifying users to use and sell such customized structured products, selling and trading such customized structured products, and monitoring the performance of the customized structured products. The customized structured products are built from real time market data, client specific data, and/or performance metrics of other customized structured products
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