System and method for determining the buying power of an investment portfolio
US7979334B2 · kind B2 · utility
2Cited by
16References
8Claims
0Family size
Assignee
Inventor
Key dates
| Filing date | Sep 8, 2003 |
| Grant date | Jul 12, 2011 |
| Priority date | — |
| Expiry date | Nov 23, 2026 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A system and method for determining the buying power of an investment portfolio are disclosed which involve providing a set of compliance rules for an investment portfolio, receiving a request to analyze a proposed transaction, and calculating a transaction limit for the proposed transaction based upon the set of compliance rules.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.