Computing architecture for managed-account transactions
US10453143B2 · kind B2 · utility
Assignee
Inventor
Key dates
| Filing date | Sep 14, 2015 |
| Grant date | Oct 22, 2019 |
| Priority date | — |
| Expiry date | Apr 28, 2038 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, a computing system may identify, in its memory, account objects comprising sleeve objects for an investment strategy and may identify a portion of the account objects meeting one or more criteria of a performance composite for the investment strategy. The computing system may determine the performance composite for the investment strategy based on data stored in a portion of the sleeve objects stored in the portion of the account objects, may generate a report indicating the performance composite, and may communicate the report to one or more computing devices associated with the account objects.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.