- Patent Title: System and method for automated optimization of financial assets
-
Application No.: US16850150Application Date: 2020-04-16
-
Publication No.: US11315090B1Publication Date: 2022-04-26
- Inventor: Gary E. Zimmerman , Richard D. Wu , Gabriel Jorge Gironda
- Applicant: Six Trees Capital LLC
- Applicant Address: US NY New York
- Assignee: Six Trees Capital LLC
- Current Assignee: Six Trees Capital LLC
- Current Assignee Address: US NY New York
- Agency: Wiggin and Dana LLP
- Agent Rikesh P. Patel
- Main IPC: G06Q20/10
- IPC: G06Q20/10 ; G06Q20/22 ; G06Q40/08

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.
Public/Granted literature
- US2776334A Color television transmitter burst injection Public/Granted day:1957-01-01
Information query