Method and system for unified management of plurality of...

Details Method and system for unified management of plurality of... Method and system for unified management of plurality of...

2006-06-27

2006-06-27

Kazimi, Hani M. (Department: 3624)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S035000, C705S042000, C705S044000, C709S223000

Reexamination Certificate

active

07069241

ABSTRACT:
A method and system for collectively displaying in real-time on the Internet the status of personal assets and transactions. The system comprises a plurality of asset databases corresponding to a plurality of financial institutions; storing portfolio information related to total assets in the above-mentioned plurality of financial institutions; a unified asset management server for receiving asset information from the above-mentioned plurality of financial institutions and storing same respectively in the above-mentioned plurality of asset databases, and preparing the above-mentioned portfolio based on the above-mentioned plurality of asset databases and storing the same; an asset management database for managing a user's assets; and a financial institution server connected to the above-mentioned authentication database, the above-mentioned asset management database, and the above-mentioned transaction management database. The unified asset management server prepares a portfolio of all assets.

REFERENCES:
patent: 5913202 (1999-06-01), Motoyama
patent: 5920848 (1999-07-01), Schutzer et al.
patent: 6233565 (2001-05-01), Lewis et al.
patent: 1361533 (2003-12-01), None
patent: WO 99/66380 (1999-12-01), None
Online Portfolio Management Tool Debuts on Intuit's Quicken.com, Apr. 27, 1999, PR Newswire. New York: p. 1.

Affiliated with

Also associated with

Rating

Method and system for unified management of plurality of... does not yet have a rating. At this time, there are no reviews or comments for this patent.

If you have personal experience with Method and system for unified management of plurality of..., we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Method and system for unified management of plurality of... will most certainly appreciate the feedback.

Rate now

Comments { 0 }

Profile ID: LFUS-PAI-O-3668664