METHODS AND SYSTEMS FOR FINANCIAL ACCOUNT MANAGEMENT
First Claim
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1. A method of handling financial assets designated by an entity, comprising:
- taking a first asset facility designated by the entity;
taking a second asset facility designated by the entity; and
allocating a financial asset among the first asset facility and the second asset facility based on a condition, wherein the first asset facility and the second asset facility are maintained by separate financial institutions.
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Abstract
Provided herein are methods and systems for managing a plurality of investment accounts, allowing the automatic execution of financial plans.
136 Citations
20 Claims
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1. A method of handling financial assets designated by an entity, comprising:
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taking a first asset facility designated by the entity; taking a second asset facility designated by the entity; and allocating a financial asset among the first asset facility and the second asset facility based on a condition, wherein the first asset facility and the second asset facility are maintained by separate financial institutions. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18)
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19. A method of handling financial assets designated by an entity, comprising:
- taking a first asset facility designated by the entity;
taking a second asset facility designated by the entity; and allocating a financial asset among the first asset facility and the second asset facility based on a condition, wherein the allocation is based on a network-based allocation technology.
- taking a first asset facility designated by the entity;
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20. A method of handling financial assets designated by an entity, comprising:
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taking a first asset facility designated by the entity; taking a second asset facility designated by the entity; and allocating a financial asset among the first asset facility and the second asset facility based on a condition, wherein the first asset facility is tax-aware and the second asset facility is tax-advantaged.
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Specification