WO2003096166A3 - System and method for reporting multi-account asset allocation - Google Patents

System and method for reporting multi-account asset allocation Download PDF

Info

Publication number
WO2003096166A3
WO2003096166A3 PCT/US2003/015021 US0315021W WO03096166A3 WO 2003096166 A3 WO2003096166 A3 WO 2003096166A3 US 0315021 W US0315021 W US 0315021W WO 03096166 A3 WO03096166 A3 WO 03096166A3
Authority
WO
WIPO (PCT)
Prior art keywords
asset
assets
groups
account
group
Prior art date
Application number
PCT/US2003/015021
Other languages
French (fr)
Other versions
WO2003096166A2 (en
Inventor
Robert H Baxley
Jeffery L Coyle
Jerome Doran
Joff Redfern
Original Assignee
Mycfo Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Mycfo Inc filed Critical Mycfo Inc
Priority to AU2003229054A priority Critical patent/AU2003229054A1/en
Publication of WO2003096166A2 publication Critical patent/WO2003096166A2/en
Publication of WO2003096166A3 publication Critical patent/WO2003096166A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance

Abstract

A monetary value (MV) is obtained for each asset of multiple assets held in a client’s multiple accounts. Each of the multiple assets is grouped into an asset group of multiple predetermined asset groups. Also, each of the multiple accounts is grouped into account groups. It is then determined for each asset group what proportion (P) of the multiple assets are held in each account group. This determination is based on a total monetary value (TMV) for all assets in each asset group held in each of the multiple account groups and an overall total monetary value (OTMV) of all of the assets. Finally, each proportion (P) is displayed on a chart made up of a matrix having a first axis listing each of the asset groups and a second axis listing each of the multiple account groups.
PCT/US2003/015021 2002-05-13 2003-05-12 System and method for reporting multi-account asset allocation WO2003096166A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU2003229054A AU2003229054A1 (en) 2002-05-13 2003-05-12 System and method for reporting multi-account asset allocation

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US14551502A 2002-05-13 2002-05-13
US10/145,515 2002-05-13

Publications (2)

Publication Number Publication Date
WO2003096166A2 WO2003096166A2 (en) 2003-11-20
WO2003096166A3 true WO2003096166A3 (en) 2004-01-15

Family

ID=29418646

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2003/015021 WO2003096166A2 (en) 2002-05-13 2003-05-12 System and method for reporting multi-account asset allocation

Country Status (2)

Country Link
AU (1) AU2003229054A1 (en)
WO (1) WO2003096166A2 (en)

Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20010042037A1 (en) * 2000-04-17 2001-11-15 Kam Kendrick W. Internet-based system for identification, measurement and ranking of investment portfolio management, and operation of a fund supermarket, including "best investor" managed funds
US20010051907A1 (en) * 1998-12-08 2001-12-13 Srihari Kumar Interactive financial portfolio tracking interface

Patent Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20010051907A1 (en) * 1998-12-08 2001-12-13 Srihari Kumar Interactive financial portfolio tracking interface
US20010042037A1 (en) * 2000-04-17 2001-11-15 Kam Kendrick W. Internet-based system for identification, measurement and ranking of investment portfolio management, and operation of a fund supermarket, including "best investor" managed funds

Also Published As

Publication number Publication date
AU2003229054A8 (en) 2003-11-11
AU2003229054A1 (en) 2003-11-11
WO2003096166A2 (en) 2003-11-20

Similar Documents

Publication Publication Date Title
WO2005045643A3 (en) Multiple credit card management system
CN102880956B (en) Paying server and payment channel integration method
Rosli Determinants of small and medium enterprises performance in the Malaysian auto-parts industry
CN109064146A (en) A kind of digital cash method of commerce, equipment, system, terminal and client wallet
CN105023165A (en) Method, device and system for controlling release tasks in social networking platform
CN105915343B (en) A kind of offline Activiation method of registration user and system
MX2009010274A (en) System and method for authorizing stored value card transactions.
WO2007064434A3 (en) On-line business-packet creator for electronic forms
WO2005084187A3 (en) Verification and authorization of a consumer transaction
CN105678530A (en) Data processing method and system
CN109670824A (en) Generation method, device, equipment and the storage medium of electronics account book
CN109582550B (en) Method, device and server for acquiring full-service scene fault set
WO2002069084A3 (en) System and method for providing customized sales-related data over a network
WO2008121706A1 (en) System and method for entering a customer in sweepstakes
CN109146444B (en) Virtual account creating method and device and account information updating method and device
CN110728511B (en) Commodity transaction method and system based on block chain
WO2005001608A3 (en) System and method for conducting product configuration research over a computer-based network
EP1321864A3 (en) Systems and methods for network-based technical library
CN110175438A (en) Share account detection method and relevant device
TWI267034B (en) Component management system and method
CN109785107B (en) Method for flexibly configuring fund duty ratio and related products
WO2003096166A3 (en) System and method for reporting multi-account asset allocation
CN105913284A (en) Message push method and device
CN115099937A (en) Asset configuration information sharing method and system and computer equipment
WO2007143020B1 (en) Apparatus, system, method, and computer program for managing transactions involving aviation assets

Legal Events

Date Code Title Description
AK Designated states

Kind code of ref document: A2

Designated state(s): AE AG AL AM AT AU AZ BA BB BG BR BY BZ CA CH CN CO CR CU CZ DE DK DM DZ EC EE ES FI GB GD GE GH GM HR HU ID IL IN IS JP KE KG KP KR KZ LC LK LR LS LT LU LV MA MD MG MK MN MW MX MZ NO NZ OM PH PL PT RO RU SC SD SE SG SK SL TJ TM TN TR TT TZ UA UG UZ VC VN YU ZA ZM ZW

AL Designated countries for regional patents

Kind code of ref document: A2

Designated state(s): GH GM KE LS MW MZ SD SL SZ TZ UG ZM ZW AM AZ BY KG KZ MD RU TJ TM AT BE BG CH CY CZ DE DK EE ES FI FR GB GR HU IE IT LU MC NL PT RO SE SI SK TR BF BJ CF CG CI CM GA GN GQ GW ML MR NE SN TD TG

121 Ep: the epo has been informed by wipo that ep was designated in this application
DFPE Request for preliminary examination filed prior to expiration of 19th month from priority date (pct application filed before 20040101)
122 Ep: pct application non-entry in european phase
NENP Non-entry into the national phase

Ref country code: JP

WWW Wipo information: withdrawn in national office

Country of ref document: JP