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.

Date of Patent:
Oct. 31, 2023

Filed:

Oct. 29, 2021
Applicant:

Broadridge Fixed Income Liquidity Solutions, Llc, Newark, NJ (US);

Inventors:

James Toffey, Newark, NJ (US);

Spenser Huston, Newark, NJ (US);

Vijay Mayadas, Newark, NJ (US);

William Gartland, Newark, NJ (US);

Thomas Duignan, Newark, NJ (US);

Rick Montgomery, Newark, NJ (US);

Albert John Cass, Newark, NJ (US);

Suneel Nallagonda, Newark, NJ (US);

Bryan Moore, Newark, NJ (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/04 (2012.01); G06Q 30/0601 (2023.01); G06N 20/00 (2019.01);
U.S. Cl.
CPC ...
G06Q 40/04 (2013.01); G06N 20/00 (2019.01); G06Q 30/0613 (2013.01);
Abstract

Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to the identification and selection of one or more financial instruments to trade during an electronic communication session for trading a financial instrument between an initiating user and one or more invitee users with the assistance of a dealer user or other intermediate entity. The selected financial instrument is identified based on a degree of match between the preferred yield risk profile of the initiating user and the risk profiles associated with the financial instruments that are available to be traded.


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