发明申请
- 专利标题: FINANCIAL PORTFOLIO MANAGEMENT SYSTEM AND METHOD
- 专利标题(中): 财务组合管理系统与方法
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申请号: US12618253申请日: 2009-11-13
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公开(公告)号: US20100088210A1公开(公告)日: 2010-04-08
- 发明人: L. Patrick Gardner , Ellen L. Dickau , Martin Dickau , James M. Carney
- 申请人: L. Patrick Gardner , Ellen L. Dickau , Martin Dickau , James M. Carney
- 申请人地址: US MA Woburn
- 专利权人: ByAllAccounts, Inc.
- 当前专利权人: ByAllAccounts, Inc.
- 当前专利权人地址: US MA Woburn
- 主分类号: G06Q40/00
- IPC分类号: G06Q40/00 ; G06F15/16
摘要:
A financial portfolio management system operable in a network environment can be configured to gather financial information from a plurality of sources over an electronic network and intelligently aggregate the information into a financial portfolio viewable by a client. The client can determine which accounts should be included in the portfolio. The system uses web crawling, parsing, or spidering technology to update the portfolio information. The system provides one platform that conveys financial information from a variety of accounts held at several different financial institutions.
公开/授权文献
- US08219473B2 Financial portfolio management system and method 公开/授权日:2012-07-10
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