SYSTEMS AND METHODS FOR IMPLEMENTING A PLATFORM FOR INVESTING

Patent №

US 10,147,140

Granted

2018-12-04

Filed 2014

Owner

THE BANK OF NEW YORK MELLON

Lab

AI components

1

planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

14216851

Systems and methods to implement a platform for investing allow customers to purchase shares of investment funds using a balance in a closed-loop stored-value account, a financial account, and/or both. Part of a balance is (periodically or automatically) withdrawn, and used to fund the purchase. Purchases may be triggered by predetermined and specified content and/or activity occurring in a social media stream associated with a customer. Withdrawals from multiple customers may be aggregated into a single periodical transaction.

AI classification

Planning0.66
Natural language0.17
Machine learning0.00
AI hardware0.00
Knowledge representation0.00
Speech0.00
Vision0.00
Evolutionary computation0.00

Ownership

THE BANK OF NEW YORK MELLON

assignment · 470860215

Assignors

MAGNOLIA, DOUGLAS J., COLE, JENNIFER C.

On an employer assignment, the assignors are typically the inventors.

From the same owner

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