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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:
US201514853773
公开号:
US2017076386(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 modifications to various investment allocations prescribed by different investment managers and may update corresponding stored investment strategies previously generated by the computing system in accordance with the modifications. The computing system may identify a stored account object associated with a client having funds allocated amongst the updated investment strategies and may modify objects stored in sleeve objects of the account object that represent units of assets prescribed by the investment managers in accordance with the modifications to the allocations.
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