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US Patent 7711626 Systems, methods, and computer program products for adjusting the assets of an investment account

Patent 7711626 was granted and assigned to Checkfree on May, 2010 by the United States Patent and Trademark Office.

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Contents

Is a
Patent
Patent
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Patent attributes

Current Assignee
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Checkfree
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Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
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Patent Number
77116260
Patent Inventor Names
Charles R. Smith, III0
Hari Nanjundamoorthy0
Joseph A. Barone0
Lavinia S. Zyvith0
Michele Pierdinock0
Reo A. Gonzales0
William McKinney0
Date of Patent
May 4, 2010
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Patent Application Number
114806880
Date Filed
June 30, 2006
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Patent Citations Received
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US Patent 12106301 Secure payment processing
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US Patent 12014416 Debt services candidate locator
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US Patent 12020322 Credit score goals and alerts systems and methods
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Patent Primary Examiner
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Charles R. Kyle
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Patent abstract

Methods of the present invention identify an asset allocation model and at least one security associated there with. An investment account portfolio is stored that includes at least one substitute security associated with the identified at least one security. A virtual portfolio is then generated that includes the identified at least one security. A tax lot is created for the identified at least one security to identify a total value for the at least one security, and the method determines whether the virtual portfolio complies with the asset allocation model. The identified at least one security associated with the asset allocation model is restricted from the investment account portfolio.

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