Patent ID: 11954733
Assignee: WELLS FARGO BANK, N.A.
Field: IT methods for management (Electrical engineering)
Classification: CPC G  H | IPC G  H

Claim 6:
7. A system, comprising:
a network interface circuit configured to facilitate data transmission over a network; and
a processing circuit comprising one or more processors coupled to non-transitory memory, wherein the processing circuit is configured to:
provide a plurality of analyst applications to a plurality of analyst computing devices, including a first analyst device, associated with a plurality of analysts, wherein each analyst application is configured to display a plurality of issuer rating fields;
receive issuer ratings associated with a plurality of issuers, including a first issuer, from the plurality of analyst applications of the plurality of analyst computing devices via the plurality of issuer rating fields, wherein the issuer ratings include qualitative ratings that provide an indication of an analyst's opinion of the plurality of issuers;
integrate the issuer ratings to generate quality ratings for the plurality of issuers based on the issuer ratings;
receive investment parameters from a manager device via a plurality of investment parameter fields, the investment parameters defining characteristics of a custom investment strategy;
generate a dataset regarding securities issued by the plurality of issuers based on the quality ratings of the plurality of issuers, the dataset including securities issued by issuers having a numerical quality rating over a predetermined value;
generate a plurality of custom investment strategies, including a first custom investment strategy including a security issued by the first issuer, by selecting securities from the dataset based on the quality ratings and the investment parameters;
provide the plurality of custom investment strategies to the manager device such that the plurality of custom investment strategies are presented within a graphical user interface, the first custom investment strategy including the security issued by the first issuer;
receive an updated issuer rating from the first analyst device, the updated issuer rating including a qualitative rating for the first issuer and an analyst identifier associated with the first analyst device;
provide a notification to the manager device in response to receiving the updated issuer rating from the first analyst device, the notification including the analyst identifier associated with the first analyst device;
receive a selection from the manager device of the analyst identifier in the notification; and
launch at least one of an instant message, a chat box, an email, or a phone call based on the selection of the analyst identifier to cause a communication between the manager device and the first analyst device regarding the updated issuer rating from the first analyst device.