Abstract: The Multidimensional Asset Management Tag Pivot Apparatuses, Methods and Systems (“MAMTP”) transforms iTag Creation Request and Responses, holdings selections, allocation splits, goal map selections, goal option selections, account links inputs via MAMTP components into iTag records, iTagged asset information, asset buy/sell approval, asset order, map goal add, tracking, outputs. The MAMTP includes a processor issuing instructions to obtain: an asset identifier for an asset collection from a user, and associated interest profile constraints. MAMTP also obtains an interest tag selection, obtain constituent asset collection proportion allocation information based on the interest tag selection. The MAMTP may then provide a selection mechanism for the user to specify preferences amongst any conflicting tag selections.
Type:
Grant
Filed:
September 28, 2020
Date of Patent:
November 23, 2021
Assignee:
Marstone, Inc.
Inventors:
Margaret Josephine Hartigan, Robert Morris Stone
Abstract: The Multidimensional Asset Management Tag Pivot Apparatuses, Methods and Systems (“MAMTP”) transforms iTag Creation Request and iTag Creation Responses, holdings selections, allocation splits, goal map selections, goal option selections, account links inputs via MAMTP components into iTag records, iTagged asset information, asset buy/sell approval, asset order, map goal add, tracking, outputs. In one embodiment, the MAMTP includes a memory connected to a processor, wherein the processor issues instructions to obtain an asset collection identifier for an asset collection from a user, obtain interest profile constraints associated with the asset collection identifier, which allows the MAMTP to provide a plurality of interest tags for selection to the user.
Type:
Grant
Filed:
September 13, 2019
Date of Patent:
October 13, 2020
Assignee:
Marstone, Inc.
Inventors:
Margaret Josephine Hartigan, Robert Morris Stone
Abstract: The Multidimensional Asset Management Tag Pivot Apparatuses, Methods and Systems (“MAMTP”) transforms iTag Creation Request and Responses, holdings selections, allocation splits, goal map selections, goal option selections, account links inputs via MAMTP components into iTag records, iTagged asset information, asset buy/sell approval, asset order, map goal add, tracking, outputs. The MAMTP includes a processor issuing instructions to obtain: an asset identifier for an asset collection from a user, and associated interest profile constraints. MAMTP also obtains an interest tag selection, obtain constituent asset collection proportion allocation information based on the interest tag selection. The MAMTP may then provide a selection mechanism for the user to specify preferences amongst any conflicting tag selections.
Type:
Grant
Filed:
June 6, 2015
Date of Patent:
October 8, 2019
Assignee:
Marstone, Inc.
Inventors:
Margaret Josephine Hartigan, Robert Morris Stone