Investment research delivery system
First Claim
1. A device for delivering brokers'"'"' investment research to institutional investors comprising:
- a plurality of author stations at brokers'"'"' locations for converting investment research into a portable document format and for generating entitlement information regarding distribution of the research and subject information regarding the subject matter of the research;
a host for receiving the portable document format research and associated entitlement and subject information from the author stations and for receiving profiles of institutional investors'"'"' interests from the institutional investors, said host for comparing the profiles to the subject information and for generating instructions regarding notifying institutional investors to receipt of research of interest to them, said host also for generating instructions based upon the entitlement information regarding remote storage of the portable document format research;
a transmitter at the host location for broadcasting the portable document format research, and for transmitting the remote storage and notification instructions to the institutional investors;
a remote database at the institutional investors'"'"' locations for receiving the remote storage instructions, and for receiving and storing the portable document format research according to the remote storage instructions, and also for discarding the portable format research which has been stored on the institutional investors'"'"' databases for the longest time; and
a view station at the institutional investor location and in communication with said institutional investor database for receiving and executing the notification instruction to notify the institutional investor to receipt of research of interest to the institutional investor, said view station for rendering portable document format research stored on said institutional investor database to enable immediate display of the research in the brokers'"'"' original forms.
13 Assignments
0 Petitions
Accused Products
Abstract
An investment research delivery system is provided comprising a host for receiving investment research in a page description format, a transmitter at the host location for transmitting the page description format investment research, a database at a location remote from the host for storing investment research received from the host, permitting current research to be immediately rendered by investors in the author'"'"'s original form. Investment research which has been stored on the remote database for the longest time is deleted as necessary to store the current research. Preferably, the host receives investment research from a plurality of brokers and broadcasts the investment research to a plurality of investors.
331 Citations
26 Claims
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1. A device for delivering brokers'"'"' investment research to institutional investors comprising:
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a plurality of author stations at brokers'"'"' locations for converting investment research into a portable document format and for generating entitlement information regarding distribution of the research and subject information regarding the subject matter of the research; a host for receiving the portable document format research and associated entitlement and subject information from the author stations and for receiving profiles of institutional investors'"'"' interests from the institutional investors, said host for comparing the profiles to the subject information and for generating instructions regarding notifying institutional investors to receipt of research of interest to them, said host also for generating instructions based upon the entitlement information regarding remote storage of the portable document format research; a transmitter at the host location for broadcasting the portable document format research, and for transmitting the remote storage and notification instructions to the institutional investors; a remote database at the institutional investors'"'"' locations for receiving the remote storage instructions, and for receiving and storing the portable document format research according to the remote storage instructions, and also for discarding the portable format research which has been stored on the institutional investors'"'"' databases for the longest time; and a view station at the institutional investor location and in communication with said institutional investor database for receiving and executing the notification instruction to notify the institutional investor to receipt of research of interest to the institutional investor, said view station for rendering portable document format research stored on said institutional investor database to enable immediate display of the research in the brokers'"'"' original forms. - View Dependent Claims (2, 3)
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4. A device for delivering authors'"'"' investment research to an investor comprising:
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a host for receiving investment research in a page description format and information regarding the subject matter of the research from a plurality of authors, and for receiving a profile of the investor'"'"'s interests from the investor, said host for comparing the profile to the subject matter information and for generating an instruction regarding notifying the investor to receipt of research of interest to the investor; a transmitter at the host location for broadcasting the page description format research, and for transmitting the notification instruction to the investor; a remote database at the investor location for receiving and storing the page description format research; and a view station at the investor location for receiving and executing the notification instruction to notify the investor to receipt of research of interest to the investor, and to enable immediate availability of the research in the authors'"'"' original forms. - View Dependent Claims (5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17)
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18. A device for delivering an author'"'"'s investment research to investors comprising:
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an author station at an author location for generating investment research in a page description format and for generating entitlement information regarding distribution of the research; a host for receiving the page description format research and associated entitlement information from the author station, said host for generating an instruction based upon the entitlement information regarding remote storage of the page description format research; a transmitter at the host location for broadcasting the page description format research, and for transmitting the remote storage instruction to the investors; a remote database at the investors'"'"' locations for receiving the remote storage instruction, and for receiving and storing the page description format research according to the remote storage instruction. - View Dependent Claims (19, 20, 21, 22, 23, 24, 25, 26)
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Specification