Computing architecture for managed-account transactions
US10460390B2 · kind B2 · utility
Assignee
Inventor
Key dates
| Filing date | Sep 14, 2015 |
| Grant date | Oct 29, 2019 |
| Priority date | — |
| Expiry date | Feb 27, 2037 |
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 receive data indicating various investment allocations prescribed by different investment managers and may generate corresponding investment strategies. Responsive to receiving a request to allocate client funds amongst the strategies, the computing system may instantiate, in an account object associated with the client, a sleeve object for each of the strategies. For each asset prescribed by the managers, the computing system may determine, based on a percentage to be invested in the asset indicated by the corresponding strategy and a percentage of the funds allocated by the request to the strategy, a number of units of the asset to be purchased for the client and may instantiate, for each unit of the units, an object representing the unit in the sleeve object for the strategy.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.