WO2002025404A3 - Investment referral system and method - Google Patents

Investment referral system and method Download PDF

Info

Publication number
WO2002025404A3
WO2002025404A3 PCT/US2001/029494 US0129494W WO0225404A3 WO 2002025404 A3 WO2002025404 A3 WO 2002025404A3 US 0129494 W US0129494 W US 0129494W WO 0225404 A3 WO0225404 A3 WO 0225404A3
Authority
WO
WIPO (PCT)
Prior art keywords
profiles
service provider
verified
investment
credentials
Prior art date
Application number
PCT/US2001/029494
Other languages
French (fr)
Other versions
WO2002025404A2 (en
Inventor
Jonathan Wolfson
Neil Goldman
Christopher Reitzel
Jeremy Kirsch
Original Assignee
Investortree Com Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Investortree Com Inc filed Critical Investortree Com Inc
Priority to AU9288701A priority Critical patent/AU9288701A/en
Publication of WO2002025404A2 publication Critical patent/WO2002025404A2/en
Publication of WO2002025404A3 publication Critical patent/WO2002025404A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management

Abstract

The invention provides an impartial; forum operable to match (10) investors with a universe of investment service providers, and matches (190) both investors and service providers with a universe of financial resources and alternative investments. One or more service provider profiles each having at least one credential are compiled. The credentials of each of the service provider profiles are verified and service provider profiles having credentials that cannot be verified are identified. One or more verified service provider profiles are compiled. At least one insurance policy is obtained insuring that the credentials of each of the verified service provider profiles are correct. At least one customer profile is received and at least one verified service provider profile that generally corresponds to the customer profile is identified. Resource and alternative investment profiles generally corresponding the service provider and investor profiles can also be identified. A tiered matching system can be used to match user profiles to service provider, resource and/or alternative investment profiles.
PCT/US2001/029494 2000-09-22 2001-09-20 Investment referral system and method WO2002025404A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU9288701A AU9288701A (en) 2000-09-22 2001-09-20 Investment referral system and method

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US66882800A 2000-09-22 2000-09-22
US09/668,828 2000-09-22

Publications (2)

Publication Number Publication Date
WO2002025404A2 WO2002025404A2 (en) 2002-03-28
WO2002025404A3 true WO2002025404A3 (en) 2002-07-04

Family

ID=24683893

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2001/029494 WO2002025404A2 (en) 2000-09-22 2001-09-20 Investment referral system and method

Country Status (2)

Country Link
AU (1) AU9288701A (en)
WO (1) WO2002025404A2 (en)

Families Citing this family (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20150026032A1 (en) * 2013-07-17 2015-01-22 Perfectna Market trading
KR102046557B1 (en) * 2017-11-28 2019-11-19 주식회사 더재무컨설팅 System for providing customized financial consulting service based on financial consumer's asset information collected through open API
US10637900B2 (en) 2017-12-08 2020-04-28 Beatrice T. O'Brien Computerized network system for initiating, facilitating, auditing, and managing communications and documents involving professional expertise
US11232403B2 (en) 2017-12-08 2022-01-25 Beatrice T. O'Brien Computerized network system for initiating, facilitating, auditing, and managing communications and documents involving professional expertise

Citations (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5704045A (en) * 1995-01-09 1997-12-30 King; Douglas L. System and method of risk transfer and risk diversification including means to assure with assurance of timely payment and segregation of the interests of capital

Patent Citations (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5704045A (en) * 1995-01-09 1997-12-30 King; Douglas L. System and method of risk transfer and risk diversification including means to assure with assurance of timely payment and segregation of the interests of capital

Non-Patent Citations (31)

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Title
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Also Published As

Publication number Publication date
WO2002025404A2 (en) 2002-03-28
AU9288701A (en) 2002-04-02

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