Abstract: A system and method are disclosed for compiling a database of investor-related data by gathering and linking customer-specific data records from multiple unaffiliated financial institutions, where such data records are coded in such a manner that the database compiler is enabled to link, across data providers and/or time periods, data records that pertain to the same investor without being provided any information that reveals the identity of any investor.
Type:
Grant
Filed:
July 23, 2018
Date of Patent:
November 17, 2020
Assignee:
Plutometry Corporation
Inventors:
Samuel Barton, Bhalchandra R. Ketkar, Casey V. O'Hara, Todd Goldwasser
Abstract: A system and method are disclosed for compiling a database of investor-related data by gathering and linking customer-specific data records from multiple unaffiliated financial institutions, where such data records are coded in such a manner that the database compiler is enabled to link, across data providers and/or time periods, data records that pertain to the same investor without being provided any information that reveals the identity of any investor.
Type:
Grant
Filed:
May 9, 2016
Date of Patent:
July 24, 2018
Assignee:
Plutometry Corporation
Inventors:
Samuel G. Barton, Bhalchandra R. Ketkar, Casey V. O'Hara, Todd Goldwasser