Financial portfolio management system and method
US8473397B2 · kind B2 · utility
8Cited by
46References
32Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Jun 5, 2012 |
| Grant date | Jun 25, 2013 |
| Priority date | — |
| Expiry date | Jun 5, 2032 |
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.