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 modify an investment risk tolerance of a user based on transaction data identif...

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Bibliographische Detailangaben
Hauptverfasser: CUMMINS MICHAEL D, SIVASHANMUGAM PRABAHARAN, AL-SAMADI MAZIN, GLOBE MICHAEL E, NADARAJAH GUNALAN, DEL VECCHIO ORIN, VAN HEERDEN LAUREN
Format: Patent
Sprache:eng
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