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COMPUTING ARCHITECTURE FOR MANAGED-ACCOUNT TRANSACTIONS
专利权人:
Bank of America Corporation
发明人:
Simonds Todd
申请号:
US201514853768
公开号:
US2017076385(A1)
申请日:
2015.09.14
申请国别(地区):
美国
年份:
2017
代理人:
摘要:
An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, a computing system may receive data indicating various investment allocations prescribed by different investment managers and may generate corresponding investment strategies. Responsive to receiving a request to allocate client funds amongst the strategies, the computing system may instantiate, in an account object associated with the client, a sleeve object for each of the strategies. For each asset prescribed by the managers, the computing system may determine, based on a percentage to be invested in the asset indicated by the corresponding strategy and a percentage of the funds allocated by the request to the strategy, a number of units of the asset to be purchased for the client and may instantiate, for each unit of the units, an object representing the unit in the sleeve object for the strategy.
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