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:
May. 16, 2017
Filed:
Oct. 09, 2014
The Toronto-dominion Bank, Toronto, CA;
Michael E. Globe, Toronto, CA;
Mazin Al-Samadi, Burlington, CA;
Lauren Van Heerden, Bedford, NH (US);
Gunalan Nadarajah, Milton, CA;
Orin Del Vecchio, Richmond Hill, CA;
Michael D. Cummins, Pickering, CA;
Prabaharan Sivashanmugam, Farmington Hills, MI (US);
The Toronto-Dominion Bank, Toronto, CA;
Abstract
The disclosed embodiments include, for example, systems and methods for providing recommendations of one or more alternative products to a user based on investment portfolio data. In one aspect, the disclosed embodiments may include a system that is configured to obtain information associated with one or more products of interest to the user. In certain aspects, the obtained information may identify a product previously purchased by the user, one or more products that form a shopping list of the user, and/or a product identified by the user as a potential purchase. The system may be configured to identify one or more alternative products that are similar to the products of interest and that are related to one or more securities associated with an investment portfolio of the user. In one aspect, the system may be configured to generate one or more instructions to transmit information identifying the one or more alternatives product to a device of the user.