Intermediary Webpage for Focused Security Trade Access
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Solution Overview
Problem
Investors face distractions and difficulties in navigating generic websites of Registered Investment Advisors (RIAs) to find and trade specific securities, leading to a loss of focus on the security being promoted.
Innovation Solution
An enablement platform provides a unique one-click URL that directs potential investors to an intermediary webpage, maintaining focus on the security sponsor and offering direct access to purchase the security through at least one RIA, while ensuring that only relevant securities are presented.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If investors are directed to generic RIA websites from security promotions, then they can access multiple securities through a single platform, but they experience distraction and loss of focus on the specific promoted security
Solution Approach 1:
The patent introduces an intermediary landing page that sits between the security promotion and the generic RIA website. This landing page is specifically tailored to the promoted security, maintaining investor focus while still enabling access to the RIA platform for executing the trade and exploring other securities.
2Reliability
If investors navigate generic RIA websites to find specific securities, then they can trade through registered advisors, but they face difficulty in locating the specific security of interest
Solution Approach 1:
The landing page performs preliminary actions by pre-loading security-specific information, pre-configuring trade parameters, and pre-positioning the investor at the exact security page on the RIA platform. This eliminates the need for investors to search or navigate manually to find the promoted security.
3Adaptability or versatility
If security sponsors use generic URLs in promotions, then they can direct investors to RIA platforms, but they cannot provide easy access to trade options specifically for their security
Solution Approach 1:
The sponsored landing page serves as a specialized intermediary that combines the benefits of both generic platform access and security-specific direct access. It provides prominent, easy-to-click trade buttons for the promoted security while maintaining the ability to access the full RIA platform if needed.
Data Source
AI summary
A system for exchange traded fund promotion and trade stores a cached webpage on a client device, the cached webpage being retrieved by an application running on the client device based on a URL. The system determines that the URL is listed in an active page list and generates code for an action button based on a stock symbol listed on the cached webpage. The system inserts the code into the cached webpage at a position defined by the active page list and corresponding to the stock symbol. The action button triggers an assistant running on the client device to redirect the application to a transaction webpage of a brokerage for a security identified by the stock symbol, to automatically log into an account of an advisor with the brokerage, and to navigate to the transaction webpage corresponding to the security.