发明名称 System and Method for Facilitating Unified Trading and Control for a Sponsoring Organization's Money Management Process
摘要 An embodiment of the present invention provides a system, method, process, software and standards that enable a unified trading and control process utilized by sponsoring organizations and asset managers (money managers) for sub advised or externally managed investment portfolios as to increase control over the trading process by a sponsoring organization, enhance regulatory compliance, substantially lower trading costs and improve investment performance on a recurring basis for the shareholders and beneficiaries investing in registered and non registered mutual funds and institutional investment portfolios.
申请公布号 US2011131151(A1) 申请公布日期 2011.06.02
申请号 US201113020121 申请日期 2011.02.03
申请人 UAT, INC. 发明人 CHIULLI ALLAN T.;WARREN TOM H.
分类号 G06Q40/00 主分类号 G06Q40/00
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