<p>A managed asset platform includes a portfolio management system and a workflow system. The portfolio management system is configured to provide multi-asset transaction processing. The workflow system is configured to deliver and process work based on user-define priorities. The method of processing a managed account includes receiving customer information; sending the customer information to a site for approval; and checking that information to ensure the information satisfies a compliance criterion.</p>
申请公布号
AU2003226106(A1)
申请公布日期
2003.10.27
申请号
AU20030226106
申请日期
2003.03.31
申请人
TYNER, WANDA, KEHLENBECK;ANSEL, MARCUS;HORAN, JAMES, P.
发明人
WANDA, KEHLENBECK TYNER;MARCUS ANSEL;JAMES, P. HORAN