Computing architecture for managed-account transactions
US10510118B2 · kind B2 · utility
Assignee
Inventor
Key dates
| Filing date | Sep 14, 2015 |
| Grant date | Dec 17, 2019 |
| Priority date | — |
| Expiry date | Nov 4, 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, responsive to receiving data indicating elective options for a dividend to be paid by an issuer of an asset included in various investment allocations prescribed by different investment managers, a computing system may generate a ballot comprising the elective options and may communicate the ballot to computing devices associated with the investment managers. Responsive to receiving, from the computing devices, data indicating elections made by the investment managers, via the ballot, indicating how the dividend should be paid for assets invested in accordance with investment strategies generated based on the prescribed allocations, the computing system may store, for each unit of the asset held by a client having funds allocated amongst the strategies, data indicating how the dividend should be paid for the unit.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.