Daniel J Dean

US Patent:

20150199763, Jul 16, 2015

Filed:

Jan 13, 2015

Appl. No.:

14/596031

Inventors:

- St. Louis MO, US
Daniel Edward Dean - Lake Saint Louis MO, US
Christopher Nathan Melnick - St. Charles MO, US
Murat Sanli - Kirkwood MO, US
Andrew Joseph Stafford - St. Charles MO, US
Justin R. Romo - Brentwood MO, US
Virgil Michael Scott - Lake St. Louis MO, US

International Classification:

G06Q 40/06

Abstract:

A computer-implemented method for managing portfolio-relevant content is implemented by a content management computer system coupled to a memory. The method includes receiving a set of assets associated with an investor account, transmitting an investment content request for an investment content associated with at least one asset of the set of assets, receiving the investment content including a plurality of investment content items, determining a plurality of content indicators associated with each investment content item, determining a set of relevant investment content including a plurality of display parameters based at least partially on at least a portion of the investment content and at least a portion of the set of assets, and providing the set of relevant investment content for display on a user device based on at least a portion of the display parameters.