Computing architecture for managed-account transactions
US10475124B2 · kind B2 · utility
Assignee
Inventor
Key dates
| Filing date | Sep 14, 2015 |
| Grant date | Nov 12, 2019 |
| Priority date | — |
| Expiry date | May 20, 2038 |
Classification
- Technology area (CPC H)Electricity
- CPC primaryH04L67/10
- WIPO fieldDigital communication
- 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 modifications to various investment allocations prescribed by different investment managers and may update corresponding stored investment strategies previously generated by the computing system in accordance with the modifications. The computing system may identify a stored account object associated with a client having funds allocated amongst the updated investment strategies and may modify objects stored in sleeve objects of the account object that represent units of assets prescribed by the investment managers in accordance with the modifications to the allocations.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.