Invention Grant
- Patent Title: Rate benchmarking tool for fee-based and managed accounts
- Patent Title (中): 为基于费用和管理账户的利率评估工具
-
Application No.: US12940653Application Date: 2010-11-05
-
Publication No.: US08401945B2Publication Date: 2013-03-19
- Inventor: Sarah McFarlane , Milen Kovachev , Nic Santean , Patrick Kennedy
- Applicant: Sarah McFarlane , Milen Kovachev , Nic Santean , Patrick Kennedy
- Applicant Address: CA Toronto, Ontario
- Assignee: PriceMetrix, Inc.
- Current Assignee: PriceMetrix, Inc.
- Current Assignee Address: CA Toronto, Ontario
- Priority: CA2718230 20101021
- Main IPC: G06Q40/00
- IPC: G06Q40/00 ; G06Q30/00

Abstract:
A computer for displaying an evaluation tool for evaluating a proposed fee on behalf of a professional, including a memory having at least one region for storing computer executable program code and a processor for executing the program code stored in the memory. The program code includes code for receiving a product type for a proposed client account, a proposed fee for the proposed client account, and at least one of the following numerical parameters: (i) an account asset amount for the proposed client account, (ii) a relationship asset amount for the proposed client account, and (iii) a breakdown of components in an asset mix for the proposed client account. A range of historical fees of the nearest neighbor historical accounts is shown on a graph from lowest to highest, and the proposed fee is shown on the graph relative to the nearest neighbor historical fees.
Public/Granted literature
- US20120116991A1 RATE BENCHMARKING TOOL FOR FEE-BASED AND MANAGED ACCOUNTS Public/Granted day:2012-05-10
Information query