ALL DATA ADVISOR

Brand	Owner (click to sort)	Address	Description
ALLDATA ADVISOR	FISERV, INC.	255 Fiserv Drive Brookfield WI 53045	ALL DATA ADVISOR;ADVISOR;providing temporary use of non-downloadable computer software for use in the fields of financial account services and wealth management services for providing financial account information and financial account information management services via a global computer information network and telecommunications networks;
ALLDATA ADVISOR	Cashedge, Inc	215 Park Avenue South New York NY 10003	ALL DATA ADVISOR;ADVISOR;providing temporary use of non-downloadable computer software for use in the fields of financial account services and wealth management services for providing financial account information and financial account information management services via a global computer information network and telecommunications networks;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

An automated retirement plan manager manages the assets of an employee retirement benefits plan on behalf of an employer. The plan manager executes trades on investment vehicles based on instructions from an automated independent investment advisor. The advisor calculates a human capital for each plan participant based on data derived from the employer and from the participant through an interface, and based on that human capital calculation recommends an allocation of portfolio assets to the participant. This recommendation, once presented for review by and perhaps modified by the participant, becomes an instruction to the plan manager. As the participant ages his or her human capital is recalculated, and this is used to determine whether the participant's present portfolio type should now be switched to a more conservative one.