Licensed Electronic Investment Portfolio Management Bidding System
OwnerChristopher Carter Fleetwood McClellandinventor
Life of this patent
Estimating the term…
Abstract
A licensed electronic investment portfolio management bidding system running on a computing device comprises of a website interface allowing an owner of investment portfolios to list their investment portfolio in a directory or post the investment portfolio in an investment marketplace. Approved financial advisors may submit requests to manage an investment portfolio listed or bid on a listed investment portfolio. The portfolio owner awards management to a financial advisor and transfers ownership of the portfolio to a controlling company which grants access to the awarded financial advisor. The present invention allows an investment portfolio owner to place their investment portfolio up to be competed for by financial advisors.
Claims8
A non-transitory computer-readable medium that stores instructions executable by one or more processors to perform a method for executing a licensed electronic investment portfolio management bidding system, comprising
- instructions for providing a financial advisor directory, an internet, a website, an investment portfolio, an advisor application, a portfolio directory;
- instructions for the website providing an owner account, a financial advisor account;
- instructions for submitting the investment portfolio to the website wherein the portfolio includes portfolio terms;
- instructions for listing at least one investment portfolio in the portfolio directory;
- instructions for searching in the portfolio directory for at least one investment portfolio;
- instructions for removing the investment portfolio from the portfolio directory to accept the at least one financial advisor;
- instructions for signing of the agreement form electronically through the website;
- and
- instructions for granting access to the at least one investment portfolio by the at least one financial advisor.
A non-transitory computer-readable medium that stores instructions executable by one or more processors to perform a method for executing a licensed electronic investment portfolio management bidding system, comprising
- instructions for providing a financial advisor directory, an internet, a website, an investment portfolio, an advisor application, a portfolio directory, an agreement form;
- instructions for the website providing an owner account, a financial advisor account;
- instructions for submitting the investment portfolio to the website wherein the investment portfolio includes portfolio terms;
- instructions for listing at least one investment portfolio in the portfolio marketplace;
- and
- instructions for searching in the portfolio directory for at least one investment portfolio by the at least one financial advisor.
A non-transitory computer-readable medium that stores instructions executable by one or more processors to perform a method for executing a licensed electronic investment portfolio management bidding system, comprising
- instructions for providing a financial advisor directory, an internet, a website, an investment portfolio, an advisor application, a portfolio directory, an agreement form;
- instructions for the website providing an owner account, a financial advisor account;
- instructions for submitting the investment portfolio to the website wherein the investment portfolio includes portfolio terms;
- instructions for providing a financial advisor profile viewable through the website;
- instructions for searching the financial advisor directory;
- instructions for submitting the at least one investment portfolio to the at least one financial advisor;
- instructions for in response to submitting the at least one investment portfolio to the at least one financial owner, accepting the plurality of portfolio terms by the at least one financial advisor;
- and
- instructions for in response to accepting the at least one financial advisor, signing of the agreement form.
Dependencies are inferred from the claim text.