Portfolio synchronizing between different interfaces

US8145554B2 · kind B2 · utility

Assignee

• Yodlee.com, Inc. · US

Inventors

• Srihari Kumar · Santa Clara, US
• Satyen Desai · San Bruno, US
• John Kelley · Anchorage, US
• Blake Earl Hayward · Redwood Shores, US
• Jennifer Green Scott · San Francisco, US
• Senthil Kumar Pandurangan · San Jose, US

Key dates

• Filing date: Jul 22, 2011
• Grant date: Mar 27, 2012
• Expiry date: Jul 22, 2031

Classification

• Technology area (CPC H): Electricity
• CPC primary: H04L67/56
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

An account coordination system includes an Internet-connected server executing software from a non-transitory, machine-readable medium. The software provides direct linking between the server and two or more financial enterprises hosting each at least one financial account for a specific user and having an interactive interface through which the user may interact with his/her account, direct linking between the server and one or more third-party enterprises providing interactive interfaces through which the user may access and interact with one or more of the financial accounts at the financial enterprises, and tracking functionality whereby the server tracks activity by the user at any of the interactive interfaces through which the user may interact with one of the financial accounts. The server propagates any change made in an account by the user at any one of the interactive interfaces to the sites hosting the other interactive interfaces.