Systems for providing financial services
    1.
    发明申请
    Systems for providing financial services 审中-公开
    提供金融服务的系统

    公开(公告)号:US20060020530A1

    公开(公告)日:2006-01-26

    申请号:US11152564

    申请日:2005-06-14

    IPC分类号: G06Q40/00

    CPC分类号: G06Q40/06 G06Q40/00

    摘要: The present invention provides an intranet system for a financial service corporation. The present invention also provides a browser interface for financial services. The interface comprise a toolbar; a task menu wherein each task is associated with a number of financial applications; an object menu associated with each task which provides a link to each financial application; and an action menu for presenting one or more actions specific to a user-selected financial application. The task menu is always present on the browser interface and the object and action menus vary depending upon the options selected. The financial applications include market monitoring functions, portfolio reviews, model balancing, and automated trading.

    摘要翻译: 本发明提供一种用于金融服务公司的内联网系统。 本发明还提供了一种用于金融服务的浏览器界面。 界面包括工具栏; 任务菜单,其中每个任务与多个金融应用相关联; 与每个任务相关联的对象菜单,其提供到每个金融应用程序的链接; 以及用于呈现特定于用户选择的金融应用的一个或多个动作的动作菜单。 任务菜单始终存在于浏览器界面上,对象和操作菜单根据选择的选项而有所不同。 金融应用包括市场监控功能,投资组合评估,模型平衡和自动交易。

    Browser interface and network based financial service system
    3.
    发明授权
    Browser interface and network based financial service system 有权
    浏览器界面和网络金融服务体系

    公开(公告)号:US07171384B1

    公开(公告)日:2007-01-30

    申请号:US09712358

    申请日:2000-11-14

    IPC分类号: G06Q40/00

    CPC分类号: G06Q40/06 G06Q10/10 G06Q40/00

    摘要: A browser interface for providing financial services is provided. The interface comprise a toolbar; a menu for presenting one of an application menu and a market data function menu; and at least one view window for presenting information from at least one of an application and a market data function. Also provided is a network based financial service system comprising a client computer having Internet access; a browser interface operable on the client computer, the browser interface having a toolbar, a menu for presenting one of an application menu and a market data function menu, and at least one view window for presenting information from at least one of a financial application and a market data function; and a server having access to a plurality of applications and a plurality of market data functions, the applications and functions being accessible from the browser interface of the Internet access. The interface and system provides timely, proactive financial advice. Users are afforded the opportunity to set and achieve investment goals based on real-time financial data and the ability to access financial applications.

    摘要翻译: 提供了一种用于提供金融服务的浏览器界面。 界面包括工具栏; 用于呈现应用菜单和市场数据功能菜单之一的菜单; 以及用于从应用程序和市场数据功能中的至少一个呈现信息的至少一个视图窗口。 还提供了一种基于网络的金融服务系统,其包括具有因特网接入的客户计算机; 浏览器接口,可在客户端计算机上操作,浏览器界面具有工具栏,用于呈现应用程序菜单和市场数据功能菜单之一的菜单,以及至少一个视图窗口,用于从金融应用和 市场数据功能; 以及具有访问多个应用程序和多个市场数据功能的服务器,所述应用程序和功能可从因特网访问的浏览器界面访问。 界面和系统提供及时,积极的财务建议。 用户有机会根据实时财务数据和访问财务应用程序的能力设置和实现投资目标。