Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, responsive to receiving a request to allocate funds of a client amongst different investment strategies, a computing system may determine based on percentages to be invested indicated by the strategies and an allocation of the funds amongst the strategies indicated by the request, a number of units of the asset to purchase for the client. A memory of the computing system may comprise a client object associated with the client and comprising an account object having a sleeve object for each of the investment strategies. And for each of the units, the computing system may instantiate, in the client object, an object comprising a variable for storing a basis for the unit and may instantiate, in a sleeve object for the investment strategy for which the asset is to be purchased, an object representing the unit.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, responsive to receiving a request to purchase one or more units of an asset for an account of a client, a computing system may identify a customized rule for the account, the client, and/or the asset. Responsive to determining that the request meets each of one or more criteria specified by the customized rule, the computing system may, for each of the unit(s), instantiate, in an account object associated with the account and stored within a client object associated with the client and stored in a memory of the computing system, an object representing the unit and may store, in the memory, an indication of a price and time at which the unit was purchased and data associating the indication with the object representing the unit.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, responsive to receiving data indicating elective options for a dividend to be paid by an issuer of an asset included in various investment allocations prescribed by different investment managers, a computing system may generate a ballot comprising the elective options and may communicate the ballot to computing devices associated with the investment managers. Responsive to receiving, from the computing devices, data indicating elections made by the investment managers, via the ballot, indicating how the dividend should be paid for assets invested in accordance with investment strategies generated based on the prescribed allocations, the computing system may store, for each unit of the asset held by a client having funds allocated amongst the strategies, data indicating how the dividend should be paid for the unit.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, a computing system may receive data indicating modifications to various investment allocations prescribed by different investment managers and may update corresponding stored investment strategies previously generated by the computing system in accordance with the modifications. The computing system may identify a stored account object associated with a client having funds allocated amongst the updated investment strategies and may modify objects stored in sleeve objects of the account object that represent units of assets prescribed by the investment managers in accordance with the modifications to the allocations.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, a computing system may receive data indicating various investment allocations prescribed by different investment managers and may generate corresponding investment strategies. Responsive to receiving a request to allocate client funds amongst the strategies, the computing system may instantiate, in an account object associated with the client, a sleeve object for each of the strategies. For each asset prescribed by the managers, the computing system may determine, based on a percentage to be invested in the asset indicated by the corresponding strategy and a percentage of the funds allocated by the request to the strategy, a number of units of the asset to be purchased for the client and may instantiate, for each unit of the units, an object representing the unit in the sleeve object for the strategy.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, responsive to receiving a request to purchase a number of units of an asset for an account of a client, a computing system may instantiate, in a client object associated with the client, objects, comprising variables for storing bases for the units and may instantiate, in an account object stored within the client object and associated with the account, objects representing the units. And for each of the units, responsive to receiving data indicating a price and time at which the unit was purchased, the computing system may store, an indication of the price and time and data associating the indication with one of the objects that represents the unit and may store data indicating the price at which the unit was purchased in one of the objects for storing bases for the units.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, a computing system may identify, in its memory, account objects comprising sleeve objects for an investment strategy and may identify a portion of the account objects meeting one or more criteria of a performance composite for the investment strategy. The computing system may determine the performance composite for the investment strategy based on data stored in a portion of the sleeve objects stored in the portion of the account objects, may generate a report indicating the performance composite, and may communicate the report to one or more computing devices associated with the account objects.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, responsive to receiving a request to purchase a number of units of an asset for an account of a client, a computing system may instantiate, in a client object associated with the client, objects, comprising variables for storing bases for the units and may instantiate, in an account object stored within the client object and associated with the account, objects representing the units. And for each of the units, responsive to receiving data indicating a price and time at which the unit was purchased, the computing system may store, an indication of the price and time and data associating the indication with one of the objects that represents the unit and may store data indicating the price at which the unit was purchased in one of the objects for storing bases for the units.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, responsive to receiving data indicating elective options for a dividend to be paid by an issuer of an asset included in various investment allocations prescribed by different investment managers, a computing system may generate a ballot comprising the elective options and may communicate the ballot to computing devices associated with the investment managers. Responsive to receiving, from the computing devices, data indicating elections made by the investment managers, via the ballot, indicating how the dividend should be paid for assets invested in accordance with investment strategies generated based on the prescribed allocations, the computing system may store, for each unit of the asset held by a client having funds allocated amongst the strategies, data indicating how the dividend should be paid for the unit.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, a computing system may identify, in its memory, account objects comprising sleeve objects for an investment strategy and may identify a portion of the account objects meeting one or more criteria of a performance composite for the investment strategy. The computing system may determine the performance composite for the investment strategy based on data stored in a portion of the sleeve objects stored in the portion of the account objects, may generate a report indicating the performance composite, and may communicate the report to one or more computing devices associated with the account objects.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, responsive to receiving a request to allocate funds of a client amongst different investment strategies, a computing system may determine based on percentages to be invested indicated by the strategies and an allocation of the funds amongst the strategies indicated by the request, a number of units of the asset to purchase for the client. A memory of the computing system may comprise a client object associated with the client and comprising an account object having a sleeve object for each of the investment strategies. And for each of the units, the computing system may instantiate, in the client object, an object comprising a variable for storing a basis for the unit and may instantiate, in a sleeve object for the investment strategy for which the asset is to be purchased, an object representing the unit.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, responsive to receiving a request to purchase one or more units of an asset for an account of a client, a computing system may identify a customized rule for the account, the client, and/or the asset. Responsive to determining that the request meets each of one or more criteria specified by the customized rule, the computing system may, for each of the unit(s), instantiate, in an account object associated with the account and stored within a client object associated with the client and stored in a memory of the computing system, an object representing the unit and may store, in the memory, an indication of a price and time at which the unit was purchased and data associating the indication with the object representing the unit.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, a computing system may receive data indicating modifications to various investment allocations prescribed by different investment managers and may update corresponding stored investment strategies previously generated by the computing system in accordance with the modifications. The computing system may identify a stored account object associated with a client having funds allocated amongst the updated investment strategies and may modify objects stored in sleeve objects of the account object that represent units of assets prescribed by the investment managers in accordance with the modifications to the allocations.

Abstract: An improved computing architecture for managed-account transactions is presented. In accordance with embodiments, a computing system may receive data indicating various investment allocations prescribed by different investment managers and may generate corresponding investment strategies. Responsive to receiving a request to allocate client funds amongst the strategies, the computing system may instantiate, in an account object associated with the client, a sleeve object for each of the strategies. For each asset prescribed by the managers, the computing system may determine, based on a percentage to be invested in the asset indicated by the corresponding strategy and a percentage of the funds allocated by the request to the strategy, a number of units of the asset to be purchased for the client and may instantiate, for each unit of the units, an object representing the unit in the sleeve object for the strategy.

Abstract: A method and apparatus of determining the position of a rotor at standstill relative to a stator in a synchronous motor elevator machine includes injecting an AC current having a predetermined single frequency and a predetermined initial phase angle into a stator coil of the stator, and sampling the injected current and resultant voltage a predetermined number of times per period of the frequency. Subsequently the method calculates a stator inductance from the sampled voltages and currents using a DFT. By incrementing the initial phase angel a predetermined number of times over a 360 degree cycle, and repeating the injecting, sampling, and calculating with each incremented phase angle, the algorithm provides a predetermined number of calculated stator inductances. The position of the d axis relative to the stator is then determined from the minimum of the calculated stator inductances.