Invention Grant
US08401945B2 Rate benchmarking tool for fee-based and managed accounts 有权
为基于费用和管理账户的利率评估工具

Rate benchmarking tool for fee-based and managed accounts
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.
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