SYSTEM AND METHOD FOR SEARCHING UNDERLYING HOLDINGS IN INVESTMENT FUNDS

A system and method associated with investment funds provide institutional and individual investors with comprehensive on-line analysis, account management, on-line money market trading capabilities, and ability to search particular holdings in funds associated with the user account or funds availab...

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Bibliographische Detailangaben
Hauptverfasser:	SUN KEVIN, HAGERMAN GEORGE W, CROOKS MATTHEW
Format:	Patent
Sprache:	eng
Schlagworte:	CALCULATING COMPUTING COUNTING DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES PHYSICS SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:	A system and method associated with investment funds provide institutional and individual investors with comprehensive on-line analysis, account management, on-line money market trading capabilities, and ability to search particular holdings in funds associated with the user account or funds available for purchase by a financial institution. The system and method allow investors to log on, check account balances, transfer funds within accounts and from outside accounts, research money market investments, purchase, redeem and exchange shares of money market funds, and search particular holdings in funds owned by the user or available for purchase by the financial institution.