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US 2003/0225663 A1Published application
Open platform system and method
OwnerJames P. Horan, Wanda Kehlenbeck Tynerinventors
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OwnerJames P. Horan, Wanda Kehlenbeck Tynerinventors
Estimating the term…
An open platform includes a portfolio management system, a workflow system, and a mutual fund recordkeeping system. The portfolio management system is configured to provide multi-asset transaction processing. The workflow system is configured to deliver and process work based on user-define priorities. The mutual fund recordkeeping system is configured to record a mutual fund transaction. The method of processing an open platform account includes receiving customer information; sending the customer information to a site for approval; checking that information to ensure the information satisfies a compliance criterion; and recording a mutual fund transaction in the mutual fund recordkeeping system.
An open platform, comprising:
The open platform of claim 6 wherein the order comprises an individual order.
An open platform that allows advisors and sponsors to select assets and styles based on a customer's objectives, comprising:
A method of processing an open platform account, comprising:
The method of processing an open platform account further comprising storing the information in a data warehouse.
The method of processing an open platform account wherein the act of receiving the customer information comprising receiving the customer information through a portfolio management system and storing the information in an accounting and records system coupled to a workflow system.
The method of processing an open platform account wherein site comprises a publicly accessible site.
Dependencies are inferred from the claim text.