发明名称 |
SYSTEM AND METHOD FOR PROCESSING DATA RELATING TO ALLOCATION OF ASSETS |
摘要 |
A distributed asset allocation processing system performs a computerized method for allocating subscriber assets. The system configures predetermined investment allocation paths that relate asset allocation models to trigger events. The system then selects a predetermined path based on a subscriber's risk tolerance. At each trigger event along the predetermined path, the system automatically rebalances the subscriber's assets according to an asset allocation model corresponding to the trigger event. |
申请公布号 |
US2012016812(A1) |
申请公布日期 |
2012.01.19 |
申请号 |
US201113243287 |
申请日期 |
2011.09.23 |
申请人 |
FRAIN JASON SCOTT;GALLO DIANE TOBY;HARTFORD FIRE INSURANCE COMPANY |
发明人 |
FRAIN JASON SCOTT;GALLO DIANE TOBY |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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