System and method for determining the buying power of an...

Details System and method for determining the buying power of an... System and method for determining the buying power of an...

2011-07-12

2011-07-12

Patel, Jagdish N (Department: 3693)

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

Automated electrical financial or business practice or...

Finance

Reexamination Certificate

active

07979334

ABSTRACT:
A system and method for determining the buying power of an investment portfolio are disclosed which involve providing a set of compliance rules for an investment portfolio, receiving a request to analyze a proposed transaction, and calculating a transaction limit for the proposed transaction based upon the set of compliance rules.

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