Financial management system and related methods
US7835976B2 · kind B2 · utility
7Cited by
8References
10Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Dec 6, 2006 |
| Grant date | Nov 16, 2010 |
| Priority date | — |
| Expiry date | Oct 11, 2027 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A financial management system includes a portal which makes transaction information available to a corresponding mutual fund in real time. In one implementation, information related to multiple portals can be presented to a mutual fund. Suitable programming may optionally identify, at least partially, the users associated with transactions associated with a given mutual fund.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.