Patents Assigned to FNA, LLC
  • PORTFOLIO MANAGEMENT ANALYSIS SYSTEM AND METHOD
    Publication number: 20130066811
    Abstract: An analysis system and method are provided in which out-of-bound accounts can be easily identified and rebalanced.
    Type: Application
    Filed: November 6, 2012
    Publication date: March 14, 2013
    Applicant: FnA LLC
    Inventors: Cheryll Lurtz, Sheryl Rowling
  • Portfolio management analysis system and method
    Patent number: 8321320
    Abstract: An analysis system and method are provided in which out-of-bound accounts can be easily identified and rebalanced.
    Type: Grant
    Filed: April 28, 2010
    Date of Patent: November 27, 2012
    Assignee: FNA, LLC
    Inventors: Cheryll Lurtz, Sheryl Rowling