Invention Grant
- Patent Title: Multidimensional asset management tag pivot apparatuses, methods and systems
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Application No.: US17035644Application Date: 2020-09-28
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Publication No.: US11182858B1Publication Date: 2021-11-23
- Inventor: Margaret Josephine Hartigan , Robert Morris Stone
- Applicant: Marstone, Inc.
- Applicant Address: US NY New York
- Assignee: Marstone, Inc.
- Current Assignee: Marstone, Inc.
- Current Assignee Address: US NY New York
- Agency: Hanchuk Kheit LLP
- Agent Walter G. Hanchuk
- Main IPC: G06Q40/06
- IPC: G06Q40/06 ; G06Q40/00

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. Thus, the MAMTP may generate synthetic alternatives according to any specified preferences and generate a rebalance of the asset collection based on the constituent asset collection proportion allocation information, any conflicting tag selections, and any synthetic alternatives.
Information query