Patent ID: 10803524

Abstract:
The Multidimensional Asset Management Tag Pivot Apparatuses, Methods and Systems (“MAMTP”) transforms iTag Creation Request and iTag Creation 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. In one embodiment, the MAMTP includes a memory connected to a processor, wherein the processor issues instructions to obtain an asset collection identifier for an asset collection from a user, obtain interest profile constraints associated with the asset collection identifier, which allows the MAMTP to provide a plurality of interest tags for selection to the user. The MAMTP may then obtain an interest tag selection to be applied to the asset collection, obtain constituent asset collection proportion allocation information based on the interest tag selection, and determine if the obtained interest tag selection conflicts with the interest profile constraints associated with the asset collection. 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 for any conflicting tag selections and generate a rebalance of the asset collection based on the obtained constituent asset collection proportion allocation information, any obtained specified preferences amongst any conflicting tag selections, and any generated synthetic alternatives. The MAMTP then may provide the rebalanced asset collection to the user for approval, and rebalance the asset collection upon obtaining approval, wherein rebalancing executes asset trades to comport with the generated rebalancing of the asset collection.