The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Apr. 13, 2021
Filed:
Jun. 07, 2019
Bank of America Corporation, Charlotte, NC (US);
Patrick Thomas McConnell, Huntersville, NC (US);
William Bradley Burks, Charlotte, NC (US);
Daniel James Doherty, Huntersville, NC (US);
Justin Riley duPont, Charlotte, NC (US);
Thomas Elliott, Redwood City, CA (US);
Tony England, Tega Cay, SC (US);
Matthew Murphy, Charlotte, NC (US);
Nickolas Patrick Parker, Charlotte, NC (US);
Stephen Philip Selfridge, Huntersville, NC (US);
Steven Michael Twombly, Saco, ME (US);
James J. Williams, Lincoln University, PA (US);
BANK OF AMERICA CORPORATION, Charlotte, NC (US);
Abstract
The invention comprises a user friendly investment strategy platform. This invention allows for a drag-and-drop platform for various sectors, strategies, vehicles, and timing in the form of blocks. This allows a user to generate any desired resource management strategy and the system may deploy the strategy as a simulated resource management action. Furthermore, the system allows for deployment of the resource action live on a resource exchange upon user authorization. The blocks include object codes that are programmed to build out any possible resource management strategy. The invention may also suggest or recommend thresholds, and other templates that allow for customization.