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1. WO2019045900 - SYSTEM FOR ISSUING AND MANAGING EXCHANGE TRADED PRODUCTS AS FINANCIAL INSTRUMENTS AND BALANCING THE INVESTMENT

Publication Number WO/2019/045900
Publication Date 07.03.2019
International Application No. PCT/US2018/042987
International Filing Date 20.07.2018
Chapter 2 Demand Filed 04.04.2019
IPC
G06Q 40/06 2012.01
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
QDATA 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
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
06Investment, e.g. financial instruments, portfolio management or fund management
G06Q 40/04 2012.01
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
QDATA 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
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
04Exchange, e.g. stocks, commodities, derivatives or currency exchange
G06Q 10/06 2012.01
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
QDATA 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
10Administration; Management
06Resources, workflows, human or project management, e.g. organising, planning, scheduling or allocating time, human or machine resources; Enterprise planning; Organisational models
CPC
G06Q 40/04
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA 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
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
04Exchange, e.g. stocks, commodities, derivatives or currency exchange
Applicants
  • FLEXFUNDS ETP, LLC [US]/[US]
Inventors
  • TEIXEIRA, Bernardo
  • RIVERO, Mario
Agents
  • WARTHER, Richard K.
  • REGAN, Christopher F.
  • WOODSON, II, John F.
  • TAYLOR, Michael W.
  • CARUS, David S.
  • ABID, Jack G.
  • MCKINNEY, Matthew G.
Priority Data
15/691,98731.08.2017US
15/692,00531.08.2017US
15/692,02531.08.2017US
15/692,05031.08.2017US
Publication Language English (EN)
Filing Language English (EN)
Designated States
Title
(EN) SYSTEM FOR ISSUING AND MANAGING EXCHANGE TRADED PRODUCTS AS FINANCIAL INSTRUMENTS AND BALANCING THE INVESTMENT
(FR) SYSTÈME PERMETTANT D'ÉMETTRE ET DE GÉRER DES PRODUITS NÉGOCIÉS EN BOURSE EN TANT QU'INSTRUMENTS FINANCIERS ET D'ÉQUILIBRER L'INVESTISSEMENT
Abstract
(EN)
A system of issuing and managing financial assets for a plurality of clients includes a transaction server, a securities issuance server, and a communications network coupling both. The transaction server generates client financial data and client documentation and stores client documentation in a database server network located remote from the transaction server. Client financial data is stored in a non-relational database. The securities issuance server issues the ETP series and includes issued series data. A relational database stores the issued series data. Changes in the issued series data and client financial data are tracked over time and the relational and non-relational databases are periodically updated. The system issues client reports, manages fees, and balances the investment.
(FR)
L’invention concerne un système d'émission et de gestion d'actifs financiers pour une pluralité de clients comprenant un serveur de transaction, un serveur d'émission de titres et un réseau de communication couplant les deux. Le serveur de transaction génère des données financières client ainsi qu’une documentation client et stocke la documentation client dans un réseau de serveur de base de données situé à distance du serveur de transaction. Des informations de profil utilisateur sont stockées dans une base de données non relationnelle. Le serveur d'émission de titres émet la série ETP et comprend les données de série émises. Une base de données relationnelle stocke les données de série émises. Les changements des données de série générées et des données financières client sont suivis au fil du temps et les bases de données relationnelles et non relationnelles sont mises à jour de façon périodique. Le système génère des rapports client, gère les frais et équilibre l'investissement.
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