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1. (WO2018100567) ELECTRONIC PLATFORM FOR MANAGING INVESTMENT PRODUCTS
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Pub. No.: WO/2018/100567 International Application No.: PCT/IB2018/000178
Publication Date: 07.06.2018 International Filing Date: 02.02.2018
IPC:
G06Q 40/04 (2012.01)
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
04
Exchange, e.g. stocks, commodities, derivatives or currency exchange
Applicants:
PERSEPHONE GMBH [CH/CH]; St. Johanns-Ring 79 CH-4056 Basel, CH
Inventors:
GÜNTHER, Christian, Franz; CH
Priority Data:
15/368,22102.12.2016US
Title (EN) ELECTRONIC PLATFORM FOR MANAGING INVESTMENT PRODUCTS
(FR) PLATEFORME ÉLECTRONIQUE POUR LA GESTION DE PRODUITS D’INVESTISSEMENT
Abstract:
(EN) 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.
(FR) Conformément à des modes de réalisation donnés à titre d’exemple, la présente invention concerne un système intégré et des procédés mis en oeuvre sur ce dernier pour identifier des produits d’investissement structurés personnalisés, certifier des utilisateurs pour l'utilisation et la vente de tels produits structurés personnalisés, vendre et échanger de tels produits structurés personnalisés, et surveiller les performances des produits structurés personnalisés. Les produits structurés personnalisés sont construits à partir de données de marché en temps réel, de données spécifiques à un client et/ou de métriques de performances d’autres produits structurés personnalisés.
Designated States: AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DJ, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IR, IS, JO, JP, KE, KG, KH, KN, KP, KR, KW, KZ, LA, LC, LK, LR, LS, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, RU, RW, SA, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW
African Regional Intellectual Property Organization (ARIPO) (BW, GH, GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, ST, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Office (AM, AZ, BY, KG, KZ, RU, TJ, TM)
European Patent Office (EPO) (AL, AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, SI, SK, SM, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, KM, ML, MR, NE, SN, TD, TG)
Publication Language: English (EN)
Filing Language: English (EN)