| 摘要 |
<p>An open platform includes a portfolio management (206), a workflow system (208), and a mutual fund recordkeeping system (314). The portfolio management system is configured to provide multi-asset transaction processing. The workflow system (208) is configured to deliver and process work based on user-define priorities. The mutual fund (314) recordkeeping system is configured to record a mutual fund transaction. The method of processing an open platform account includes receiving customer information; sending the customer information to a site for approval; checking that information to ensure the information satisfies a compliance criterion; and recording a mutual fund transaction in the mutual fund recordkeeping system (314).</p> |
