Asset management reconciliation system and method

Details Asset management reconciliation system and method Asset management reconciliation system and method

2004-01-13

2011-10-11

Kazimi, Hani M (Department: 3691)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S035000

Reexamination Certificate

active

08036970

ABSTRACT:
A system and a method of managing and reconciling changes in the cost basis for assets is provided. More specifically, the system and the method allow asset management advisors to provide clients with investment portfolio information that is complete and accurate. Specifically, the present system and the method allow cost basis data and tax lot data to be extracted from brokerage systems and other financial instrument administration systems to enable automated reporting of changes to cost basis changes for an individual's portfolio of assets.

REFERENCES:
patent: 6662164 (2003-12-01), Koppelman et al.
patent: 7249075 (2007-07-01), Altomare et al.
patent: 2002/0032626 (2002-03-01), DeWolf et al.
patent: 2002/0042764 (2002-04-01), Gardner et al.
patent: 2002/0143682 (2002-10-01), Bergmann et al.
patent: 2003/0225663 (2003-12-01), Horan et al.
Edward Troup. Corporation tax reform; British Tax Review. London: 2003. , Isss. 6; p. 437.
Guidelnes hep couples divide marital assets; Chicago Sun-Times. Chicago, III. : Jun. 14, 1987. p. 5.
Measuring economic profit and obsolescence; John R Cesta. Journal of Property Tax Management. new York: Fall 200. vol. 12, Iss. 2; p. 41, 11 pgs.

Affiliated with

Also associated with

Rating

Asset management reconciliation system and method does not yet have a rating. At this time, there are no reviews or comments for this patent.

If you have personal experience with Asset management reconciliation system and method, we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Asset management reconciliation system and method will most certainly appreciate the feedback.

Rate now

Comments { 0 }

Profile ID: LFUS-PAI-O-4265673