Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
Type:
Application
Filed:
November 17, 2022
Publication date:
March 16, 2023
Applicant:
SIX TREES CAPITAL LLC
Inventors:
Gary E. ZIMMERMAN, Richard D. WU, Gabriel Jorge GIRONDA
Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
Type:
Grant
Filed:
March 23, 2022
Date of Patent:
December 20, 2022
Assignee:
SIX TREES CAPITAL LLC
Inventors:
Gary E. Zimmerman, Richard D. Wu, Gabriel Jorge Gironda
Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
Type:
Application
Filed:
March 23, 2022
Publication date:
September 8, 2022
Applicant:
SIX TREES CAPITAL LLC
Inventors:
Gary E. Zimmerman, Richard D. Wu, Gabriel Jorge Gironda
Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
Type:
Grant
Filed:
April 16, 2020
Date of Patent:
April 26, 2022
Assignee:
Six Trees Capital LLC
Inventors:
Gary E. Zimmerman, Richard D. Wu, Gabriel Jorge Gironda
Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
Type:
Grant
Filed:
August 16, 2017
Date of Patent:
May 19, 2020
Assignee:
Six Trees Capital LLC
Inventors:
Gary E. Zimmerman, Richard D. Wu, Gabriel Jorge Gironda
Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
Type:
Grant
Filed:
January 27, 2015
Date of Patent:
April 23, 2019
Assignee:
Six Trees Capital LLC
Inventors:
Gary E. Zimmerman, Richard D. Wu, Gabriel Jorge Gironda