SYSTEMS AND METHODS FOR ADMINISTERING INVESTMENT PORTFOLIOS BASED ON TRANSACTION DATA

SYSTEMS AND METHODS FOR ADMINISTERING INVESTMENT PORTFOLIOS BASED ON TRANSACTION DATA

The disclosed embodiments include systems and methods for administering actual and virtual investment portfolios based on transaction data associated with one or more users. The disclosed embodiments may be configured to obtain first transaction data associated with a first user and identifying one...

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Bibliographische Detailangaben
Hauptverfasser: NADARAJAH, GUNALAN, GLOBE, MICHAEL E, AL-SAMADI, MAZIN, DEL VECCHIO, ORIN, VAN HEERDEN, LAUREN, SIVASHANMUGAM, PRABAHARAN, CUMMINS, MICHAEL D
Format: Patent
Sprache:eng ; fre
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:The disclosed embodiments include systems and methods for administering actual and virtual investment portfolios based on transaction data associated with one or more users. The disclosed embodiments may be configured to obtain first transaction data associated with a first user and identifying one or more first products purchased by the first user. The disclosed embodiments may also be configured to obtain program data identifying a first loyalty program associated with the first user, and geographic data specifying a geographic region associated with the first user. Additionally, the disclosed embodiments may be configured to identify one or more first securities based on the first transaction data and the obtained program and/or geographic data. The disclosed embodiments may also generate one or more first electronic instructions to transmit information identifying a first set of the one or more first securities to a device of the first user.