Financial portfolio management system and method
US7640200B2 · kind B2 · utility
149Cited by
16References
22Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Jun 15, 2001 |
| Grant date | Dec 29, 2009 |
| Priority date | — |
| Expiry date | Jan 22, 2025 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/04
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
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.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.