Systems and methods for implementing directed trust services
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United States of America Patent
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N/A
Issued Date -
Mar 8, 2007
app pub date -
Sep 6, 2005
filing date -
Sep 6, 2005
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
A trust accounting system and securities broker platform are closely integrated such that a third-party investment manager is notified of an amount of principal cash that is available for investment. Investments made are reported to the trust accounting system. Information flow between the third-party investment manager and the trust accounting system occurs daily. Consequently, the operator of the trust accounting system, e.g., a bank, can perform its fiduciary oversight duty while maximizing return on investment of principal cash, and beneficiaries can obtain up-to-date information about the state of trust investments and income.
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