Financial portfolio management system and method

US8219473B2 · kind B2 · utility

Assignee

• Byallaccounts, Inc. · US

Inventors

• L. Patrick Gardner · Attleboro, US
• Ellen L. Dickau · Carlisle, US
• Martin Dickau · Carlisle, US
• James M. Carney · Pepperell, US

Key dates

• Filing date: Nov 13, 2009
• Grant date: Jul 10, 2012
• Expiry date: Oct 16, 2030

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/04
• WIPO field: IT methods for management
• WIPO sector: Electrical 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.