| 摘要 |
<p>A managed asset platform includes a portfolio management (206) system and a workflow system (208). The portfolio management (206) 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> |
