Invention Grant
- Patent Title: Method and apparatus for financial investment advice available to host of users over a public network
- Patent Title (中): 通过公共网络向用户提供财务投资咨询的方法和设备
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Application No.: US11437792Application Date: 2006-05-22
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Publication No.: US08560412B2Publication Date: 2013-10-15
- Inventor: Bill Snow , Stephen B. Sutherland
- Applicant: Bill Snow , Stephen B. Sutherland
- Applicant Address: CA Aurora, ON.
- Assignee: TrueGenius, Inc.
- Current Assignee: TrueGenius, Inc.
- Current Assignee Address: CA Aurora, ON.
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
The investment arrangement funnels the knowledge and strategies of a host of advisors through an impartial system leveraged by a host of investors to access, evaluate and then easily invest in one or more strategies. Investment is made by an investment company which acts as a holding company for the investor. The advisor provides instructions to the investment company regarding buy and sell instructions. The strategy of each advisor is clearly stated and investments are restricted to the strategy. The investment company provides a database of all trades by an advisor so that both actual and relative performance can be measured.
Public/Granted literature
- US20070038544A1 Method and apparatus for financial investment advice available to a host of users over a public network Public/Granted day:2007-02-15
Information query