发明名称 |
Systems and methods for controlling portfolios |
摘要 |
Systems and methods are disclosed which relate to the management of asset invested in a fund. The system includes a computer connected to a network which has constantly updated fund data available to compare a current fund with a plurality of possible new funds. The system automatically transfers from one fund to another according to user predetermined criteria. |
申请公布号 |
US8095446(B2) |
申请公布日期 |
2012.01.10 |
申请号 |
US20070936172 |
申请日期 |
2007.11.07 |
申请人 |
GREEN ZACHARY MILLER;WOLFSON MILTON J. |
发明人 |
GREEN ZACHARY MILLER;WOLFSON MILTON J. |
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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