Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2001-06-15
2009-12-29
Nguyen, Nga B. (Department: 3692)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S035000, C705S037000, C709S200000, C709S218000
Reexamination Certificate
active
07640200
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.
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Carney James M.
Dickau Ellen L.
Dickau Martin
Gardner L. Patrick
Brown Rudnick LLP
ByAllAccounts, Inc.
Nguyen Nga B.
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