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US 2014/0279696 A1Published application
Asset data management system and method
AssigneeAtlas Portfolio, LLC
InventorsAlexander E. Korn, Jeff Landt
Life of this patent
Estimating the term…
Abstract
A financial planning and advice system that relates to asset data management and analysis, trading methodologies, and efficient transmission and storage of asset data based on user preferences for specific monetary outcomes. The system can collect information about an individual's assets and the individual's preferred asset allocation and can determine trades that, when made, will change the current asset allocation to more closely match the goal asset allocation. This information can then be exported to an external trading platform in the market.
Claims9
A method of managing and analyzing asset data comprising:
- utilizing a networked computing device having a processing device and a memory device, the memory device storing information that, when executed by the processing device, causes the processing device to:
- collect information from a user about a client's current assets;
- collect information from a user about the client's preferred asset allocation;
- store the collected asset information in an account affiliated with the client;
- use the collected information to recommend asset trades to the user based on the client's preferred asset allocation;
- and
- export the recommended asset trades to an external trading platform.
4 more elements
Dependencies are inferred from the claim text.