Importance

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Abstract

In an embodiment, a method performed by the computing system comprises steps of: (a) receiving an identifier concerning an investor's ownership or management of a brokerage account or a security; (b) validating by the computing system the investor by querying a record database using the identifier to obtain an information from an investment account associated with the investor; (c) extracting by the computing system the information; (d) populating by the computing system a profile for the investor with the extracted information and electronically storing the extracted information to a computer readable medium in a profile database, wherein the extracted information comprises the investor's positional information; (e) providing by the computing system a capability to the investor, wherein the capability allows the investor to electronically perform one or more activities; and (f) generating by the computing system a representation of a quantity of a security owned or managed by the investor from the investor's positional information without generating a personal information of the investor.

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First Claim