Eric J Grappi

US Patent:

20120226593, Sep 6, 2012

Filed:

Oct 27, 2011

Appl. No.:

13/282724

Inventors:

Colin A. Peters - Plainfield NJ, US
Maria L. Slavin - Montclair NJ, US
Eric J. Grappi - Summit NJ, US
Michael Pagano - Staten Island NY, US
Yuriy Klubok - Brooklyn NY, US
Boris Shlenskiy - Staten Island NY, US
Maxine A. Soloway - Brooklyn NY, US
Yalixa De La Cruz - Westbury NY, US
John H. Olivares - Elizabethport NJ, US
Justine Hughes - New York NY, US
Johnny P. Lozada - Pompton Lakes NJ, US
Theodore B. Teschner - Chatham NJ, US
Alyssa Trocino - Howard Beach NY, US
Geoffrey T. Mrema - New York NY, US
Anna K. Dziekan - Hannacroix NY, US
Scott W. Croland - Belle Mead NJ, US
Brian R. Beyea - Lawrenceville NJ, US

Assignee:

Bank of America Corporation - Charlotte NC

International Classification:

G06Q 40/06

US Classification:

705 35

Abstract:

A server includes a memory that stores a plurality of Exchange Traded Fund (ETF) request forms, and a processor communicatively coupled to the memory. The processor is operable to provide a graphical user interface (GUI) to a user in which to create an ETF request, receive the ETF request created using the GUI, determine, based on a ticker symbol of the ETF request, an ETF request form to use to process the ETF request, and populate the determined ETF request form using parameters of the ETF request. The processor is further operable to transmit the populated ETF request form to a placement agent associated with the populated ETF request form and indicate, using the GUI, that the ETF request has been processed after the ETF request form has been transmitted to the placement agent.