System And Method For Facilitating Unified Trading And Control For A Sponsoring Organization's Money Management Process

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United States of America Patent

APP PUB NO 20140074756A1
SERIAL NO

14082747

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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An embodiment of the present invention provides a system, method, process, software and standards that enable a unified trading and control process utilized by sponsoring organizations and asset managers (money managers) for sub advised or externally managed investment portfolios as to increase control over the trading process by a sponsoring organization, enhance regulatory compliance, substantially lower trading costs and improve investment performance on a recurring basis for the shareholders and beneficiaries investing in registered and non registered mutual funds and institutional investment portfolios.

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Patent Owner(s)

Patent OwnerAddress
UAT INC7375 SOUTH PEORIA STREET BLDG 9 SUITE 206 BOX B-10 ENGLEWOOD CO 80112

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Chiulli, Allan T Highlands Ranch, US 18 197
Warren, Tom H Greenwood Village, US 18 197

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