System and method for creating, issuing, monitoring, and managing structured notes

WO2026177749A1PCT designated stage Publication Date: 2026-08-27EPIC NOTES INC +1

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Patent Information

Application Number: PCT/US2025/033012
Authority / Receiving Office: WO · WO
Patent Type: Applications
Current Assignee / Owner
Priority Date: 2025-02-20
Filing Date: 2025-06-10
Publication Date: 2026-08-27

Application Information

Patent Timeline

20 Feb 2025

Priority

10 Jun 2025

Application

PCT/US2025/033012

27 Aug 2026

Publication

WO2026177749A1

IPC: G06Q40/06; G06F30/12; G06Q20/10; G06Q40/03; G06Q40/04; H04L65/401; H04L65/403; G06Q30/0204

Inventors: EHRLICH, RICHARD

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Abstract

A networked system and method for the creation, issuance, and management of structured notes and investments therein, and in particular, the creation, issuance, and management of daily-issued structured notes. The system includes a network accessible user interface and collaboration tool that facilitates the creation, issuance, and management of structured notes. The system is configured to broadcast real-time alerts regarding the status of user-invested structured notes, including alerts based on real-time market data introduced into the system through third party integrations.

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