Method and system for unified management of plurality of assets using computer network
US7069241B1 · kind B1 · utility
Inventor
Key dates
| Filing date | Oct 6, 2000 |
| Grant date | Jun 27, 2006 |
| Priority date | — |
| Expiry date | Jun 7, 2022 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/04
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method and system for collectively displaying in real-time on the Internet the status of personal assets and transactions. The system comprises a plurality of asset databases corresponding to a plurality of financial institutions; storing portfolio information related to total assets in the above-mentioned plurality of financial institutions; a unified asset management server for receiving asset information from the above-mentioned plurality of financial institutions and storing same respectively in the above-mentioned plurality of asset databases, and preparing the above-mentioned portfolio based on the above-mentioned plurality of asset databases and storing the same; an asset management database for managing a user's assets; and a financial institution server connected to the above-mentioned authentication database, the above-mentioned asset management database, and the above-mentioned transaction management database. The unified asset management server prepares a portfolio of all assets.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.