Computer-implemented apparatus for automating and executing investment planning for a client
First Claim
1. A computer-implemented apparatus for automating and executing investment planning for a client comprising:
- (a) a processor that receives data regarding;
(i) the client'"'"'s current asset portfolio, including the taxable status of each asset,(ii) the client'"'"'s desired asset allocation, and(iii) the client'"'"'s preferred domain,wherein the processor is configured to automatically generate financial transaction recommendations for modifying the client'"'"'s current asset portfolio to reach as close as possible to the desired asset allocation and the preferred domain, the recommendations including specific recommendations for selling amounts of selected current assets and specific recommendations for buying amounts of one or more investment funds; and
(b) a trade execution computer configured to sell amounts of selected current assets or buy amounts of one or more investment funds in accordance with the specific recommendations.
0 Assignments
0 Petitions
Accused Products
Abstract
An apparatus automates and executes investment planning for a client. The apparatus includes a processor and a trade execution computer. The processor receives data regarding the client'"'"'s current asset portfolio, including the taxable status of each asset, the client'"'"'s desired asset allocation, and the client'"'"'s preferred domain. The processor is configured to use the data to automatically generate financial transaction recommendations for modifying the client'"'"'s current asset portfolio to reach as close as possible to the desired asset allocation and the preferred domain. The recommendations include specific recommendations for selling amounts of selected current assets and specific recommendations for buying amounts of one or more investment funds. The trade execution computer is configured to sell amounts of selected current assets or buy amounts of one or more investment funds in accordance with the specific recommendations.
-
Citations
12 Claims
-
1. A computer-implemented apparatus for automating and executing investment planning for a client comprising:
-
(a) a processor that receives data regarding; (i) the client'"'"'s current asset portfolio, including the taxable status of each asset, (ii) the client'"'"'s desired asset allocation, and (iii) the client'"'"'s preferred domain, wherein the processor is configured to automatically generate financial transaction recommendations for modifying the client'"'"'s current asset portfolio to reach as close as possible to the desired asset allocation and the preferred domain, the recommendations including specific recommendations for selling amounts of selected current assets and specific recommendations for buying amounts of one or more investment funds; and (b) a trade execution computer configured to sell amounts of selected current assets or buy amounts of one or more investment funds in accordance with the specific recommendations. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
-
Specification