| 摘要 |
A system for determining and balancing actual asset allocation including a server, software executing on the server for receiving asset data pertaining to amounts of each of a plurality of assets owned by a client, wherein a portion of the assets are divisible assets, software for receiving a desired asset allocation from the client, software for parsing the asset data into amounts of two or more component assets, a database of component assets, each of the component assets assigned an asset type, software executing for returning from the database an asset type for each of the two or more component assets, software for calculating at least a partial actual asset allocation from the amounts and types of the two or more component assets, and software for comparing the actual asset allocation to the desired asset allocation and reporting to the client.
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