COORDINATED REBALANCING BY MONEY MANAGER PORTFOLIO MANAGEMENT SYSTEMS AND A MASTER OVERLAY MANAGER PORTFOLIO MANAGEMENT SYSTEM
Patent №
US 7,729,969
Granted
2010-06-01
Filed 2003
Owner
CHECKFREE CORPORATION
+1 more
Lab
—
AI components
2
kr · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
10372705
A process and system are provided for determining whether to rebalance an investment account having assets associated with one of the plurality of investment styles relative to an allocation rule is determined. The determined drift is compared with a threshold value. A determination is made whether to rebalance the investment account is based on the comparison.
AI classification
Ownership
CHECKFREE CORPORATION
assignment · 148310849
TEGRA118 WEALTH SOLUTIONS, INC.
namechg · 580550094
Assignors
SMITH, CHARLES R., III, EVERETT, MICHAEL J., PONCE, DANETTE K., ZYVITH, LAVINIA S., GONZALES, REO A., DERSTINE, HEIDI R., RISTOVIC, MIRJANA
On an employer assignment, the assignors are typically the inventors.