Abstract: Systems and methods of the present disclosure enable an electronic transaction platform that receives a request to begin the electronic communication session identifying a preferred instrument feature relating to the target financial instrument to be traded. The electronic transaction platform receive instrument feature data relating to characteristics of financial instruments available to trade, and clusters, using a clustering machine learning model, the financial instruments into instrument feature groups based on the characteristics. The target financial instrument is classified with the clustering machine learning model into one of the instrument feature groups based on the preferred instrument feature to identify similar financial instruments.

Abstract: Systems and methods of the present disclosure enable an electronic transaction platform that receives a request to begin the electronic communication session identifying a preferred instrument feature relating to the target financial instrument to be traded. The electronic transaction platform receive instrument feature data relating to characteristics of financial instruments available to trade, and clusters, using a clustering machine learning model, the financial instruments into instrument feature groups based on the characteristics. The target financial instrument is classified with the clustering machine learning model into one of the instrument feature groups based on the preferred instrument feature to identify similar financial instruments. A dealer user is identified to act as an intermediate entity in a transaction with the similar financial instruments and a graphical user interface is presented to the user with active links to connect to the dealer user for each similar financial instrument.

Abstract: Systems and methods for an electronic transaction platform that enables receiving a session request for an electronic communication session over a computing network to facilitate a financial instrument transaction. The electronic transaction platform receives session attributes for the electronic communication session, which define rules and/or permissions. Based on the session attributes, a stack software object is configured for the electronic communication session to control a stack graphical user interface (GUI) during the electronic communication session to selectively operate according to a set of participation levels. An invitee selection list is received indicating selected invitees to participate in the electronic communication session, and the electronic communication session is established based on the stack software object.

Abstract: Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to determining a likelihood of successfully trading a particular financial instrument between an initiating user and one or more invitee users and at various terms during an electronic communication session. The likelihood of successfully trading a particular financial instrument can be determined based on historical trading data of the particular financial instrument and/or financial instruments similar thereto, as well as trading intentions of the initiating user and/or one or more invitee users.

Abstract: Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to controlling communication of information during an electronic communication session for trading a financial instrument between an initiating user and one or more invitee users with the assistance of a dealer user or other intermediate entity. When a dealer with whom the initiating user has a relationship does not have a relationship with invitee users that may desire to trade for the security, a second dealer can be included in the electronic communication session, where the second dealer has a relationship with such invitee users. Various levels of participation are available for each user and correspond to what information each user is provided during the electronic communication session.

Abstract: Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to the arrangement and presentation of information in a graphical user interface during an electronic communication session for trading a financial instrument between an initiating user and one or more invitee users with the assistance of a dealer user or other intermediate entity. A liquidity score representative of a likelihood of successfully completing a transaction is determined and utilized to arrange information during the electronic communication session.

Abstract: Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to determining a likelihood of successfully trading a particular bond between an initiating user and one or more invitee users and at various terms during an electronic communication session. The likelihood of successfully trading a particular bond can be determined based on historical trading data of bonds that are similar to bonds that were previously traded by the initiating user.

Abstract: Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to the automatic participation of users during an electronic communication session for trading a financial instrument between an initiating user and one or more invitee users with the assistance of a dealer user or other intermediate entity.

Abstract: Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to the identification and selection of one or more financial instruments to trade during an electronic communication session for trading a financial instrument between an initiating user and one or more invitee users with the assistance of a dealer user or other intermediate entity. The selected financial instrument is identified based on a degree of match between the preferred yield risk profile of the initiating user and the plurality of attributes associated with the financial instruments that are available to be traded, wherein the plurality of attributes includes at least two of a set of yield attributes, a set of issuer attributes, and a set of underwriting attributes.

Abstract: Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to the identification and selection of one or more financial instruments to trade during an electronic communication session for trading a financial instrument between an initiating user and one or more invitee users with the assistance of a dealer user or other intermediate entity. The selected financial instrument is identified based on a degree of match between trading intentions of the initiating user and trading data associated with the selected financial instrument.

Abstract: Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to the arrangement and presentation of information in a graphical user interface during an electronic communication session for trading a financial instrument between an initiating user and one or more invitee users with the assistance of a dealer user or other intermediate entity. A cloud score representative of a likelihood of successfully completing a transaction is determined and utilized to arrange information during the electronic communication session.

Abstract: Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to the identification and selection of one or more financial instruments to trade during an electronic communication session for trading a financial instrument between an initiating user and one or more invitee users with the assistance of a dealer user or other intermediate entity. The selected financial instrument is identified based on a degree of match between the characteristics of the issuer of the financial instruments and the characteristics preferred by the initiating user.

Abstract: Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to the identification and selection of one or more financial instruments to trade during an electronic communication session for trading a financial instrument between an initiating user and one or more invitee users with the assistance of a dealer user or other intermediate entity. The selected financial instrument is identified based on a degree of match between the preferred yield risk profile of the initiating user and the risk profiles associated with the financial instruments that are available to be traded.

Abstract: Systems and methods of the present disclosure enable an electronic transaction platform that receives a request to begin the electronic communication session identifying a preferred instrument feature relating to the target financial instrument to be traded. The electronic transaction platform receive instrument feature data relating to characteristics of financial instruments available to trade, and clusters, using a clustering machine learning model, the financial instruments into instrument feature groups based on the characteristics. The target financial instrument is classified with the clustering machine learning model into one of the instrument feature groups based on the preferred instrument feature to identify similar financial instruments.

Abstract: Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities.

Abstract: In order to facilitate secure and confidential electronic exchanges, systems and methods include establishing an electronic communication session based on participation levels controlled by a stack software object such that each invitee computing device associated with each invitee is prevented from accessing activities in the electronic communication session unless the invitee satisfies first predetermined parameters based on a locked stack participation level; an initiating computing device associated with the initiating user is enabled to access the electronic communication setting at a reserve level while each invitee computing device is prevented from accessing the activities in the electronic communication session unless the invitee satisfies second predetermined parameters based on an unlocked stack participation level; and the initiating computing device and each invitee computing device are enabled to access the activities in the electronic communication session based on an open stack participation l

Abstract: In order to facilitate secure and confidential electronic exchanges, systems and methods include establishing an electronic communication session based on participation levels controlled by a stack software object such that each invitee computing device associated with each invitee is prevented from accessing activities in the electronic communication session unless the invitee satisfies first predetermined parameters based on a locked stack participation level; an initiating computing device associated with the initiating user is enabled to access the electronic communication setting at a reserve level while each invitee computing device is prevented from accessing the activities in the electronic communication session unless the invitee satisfies second predetermined parameters based on an unlocked stack participation level; and the initiating computing device and each invitee computing device are enabled to access the activities in the electronic communication session based on an open stack participation l

Abstract: In order to facilitate secure and confidential electronic exchanges, systems and methods include establishing an electronic communication session based on participation levels controlled by a stack software object such that each invitee computing device associated with each invitee is prevented from accessing activities in the electronic communication session unless the invitee satisfies first predetermined parameters based on a locked stack participation level; an initiating computing device associated with the initiating user is enabled to access the electronic communication setting at a reserve level while each invitee computing device is prevented from accessing the activities in the electronic communication session unless the invitee satisfies second predetermined parameters based on an unlocked stack participation level; and the initiating computing device and each invitee computing device are enabled to access the activities in the electronic communication session based on an open stack participation l

Abstract: In the financial-services industry, there are online centers that help brokers to match sellers and buyers of stock based on indications of interest (IOIs). However, at least some of these centers are not only limited in the types of IOIs that they provide, but also in the ways how they allow IOI senders to control IOI usage. Accordingly, the present inventors devised, among other things, exemplary systems, methods, interfaces, and software that enhance the ability of such online centers, or financial-information systems, to facilitate trades. One exemplary system provides an IOI which is associated with an online negotiation capability. Some embodiments provide mechanisms for users, such as broker-dealers, to define different IOI response privileges for recipients of their IOIs.

Abstract: A Straight-Through-Processing (STP) trading platform provides a fully electronic and seamless solution to substantially all aspects of the trading cycle for fixed income instruments and other financial instruments. In an exemplary embodiment, all participants to a trade transaction have access to computer software that facilitates trade order management, trade order generation, trade execution (including electronic axes), trade allocation, allocation acknowledgement, trade confirmation, acquisition of settlement instructions, and the generation of progress reports based on specific metrics criteria. In said exemplary embodiment, the STP trading platform includes computer software modules including at least an account management module and an electronic trading module to handle the various stages of executing a trade, confirming the trade, and facilitating settlement of the trade.