SYSTEMS AND METHODS FOR MANAGING A FINANCIAL INVESTMENT FUND

Patent №

US 8,799,120

Granted

2014-08-05

Filed 2003

Owner

CAPITAL ONE FINANCIAL CORPORATION

+1 more

Lab

AI components

1

planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

10712353

Providing a financial investment fund includes receiving a plurality of individual-funds corresponding to a plurality of investors respectively and aggregating the plurality of individual funds into an aggregated fund. Next, providing a financial investment fund includes purchasing a plurality of financial instruments from at least one financial institution with a first portion of the aggregated fund and placing a second portion of the aggregated fund in a transaction account. The financial investment fund may include at least the financial instruments and the transaction account. In addition, one of the at least one financial institution may use at least a portion of the first portion of the aggregated fund received in exchange for the plurality of financial instruments to perform a function of the financial institution.

PlanningG06Q 40/00G06Q 40/02

AI classification

Planning1.00
Evolutionary computation0.45
Knowledge representation0.01
Natural language0.01
AI hardware0.00
Vision0.00
Speech0.00
Machine learning0.00

Ownership

CAPITAL ONE FINANCIAL CORPORATION

assignment · 147050097

CAPITAL ONE SERVICES, LLC

assignment · 447180118

Assignors

MALKA, BENJAMIN H., HIRSCHFELD, BRIAN JONAS

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

From the same owner

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