Managed asset platform system and method
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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N/A
Issued Date -
Dec 4, 2003
app pub date -
Mar 28, 2003
filing date -
Apr 1, 2002
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
A managed asset platform includes a portfolio management system and a workflow 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 method of processing a managed account includes receiving customer information; sending the customer information to a site for approval; and checking that information to ensure the information satisfies a compliance criterion.
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