Integrated system for controlling master account and nested suba

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance

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705 39, G06F 1260

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active

058262431

ABSTRACT:
Data processing for an improved securities brokerage/cash management system which supervises, implements and coordinates a composite account having a master account and one or more subaccount(s). The nested subaccounts incorporate a subset of features corresponding to the specific needs dictated by the purpose of the subaccount and thus streamline system operation for the recordkeeper.

REFERENCES:
Martin F. Stankard, "Profiting from the White Collar Service Boom," National Underwriter, v90, n31, pp. 13, 17, abstract, Aug. 2, 1986.
Mitchell S. Farkas, "The Account That Transformed a Brokerage into a Bank," Financial & Accounting Systems, v6, n4, pp. 8 -12, abstract, Wintr, 1991.
Bank on Windows with Money and Quicken Computer Shopper, Feb. 1992.
Financial Managers: Keeping Track of Your Personal Accounts PC Magazine, Dec. 27, 1988.
The King of Finance Software Gets a Brand-New Face, PC-Computing, Dec. 1990.
Checkfree: The Good, The Bad and The Zealots, Home Office Computing, Sep. 1992.
Technology Shatters "Bankers Hours", Arend, Mark, ABA Banking Journal, v85,n5 , p57(4), May 1993.
"Ways to Get the Most from Your Bank", Hedberg, Augustin, Money, Mar. 1988.
Field Communications Department, Merrill Lynch; Introducing . . . The CMA Master Financial Service; Dec. 8, 1992; pp. 1-6.

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