发明申请
US20120265708A1 FINANCIAL PORTFOLIO MANAGEMENT SYSTEM AND METHOD 有权
财务组合管理系统与方法

FINANCIAL PORTFOLIO MANAGEMENT SYSTEM AND METHOD
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.
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