FINANCIAL MANAGEMENT SYSTEM AND RELATED METHODS

A financial management system includes a portal which makes transaction information available to a corresponding mutual fund in real time. In one implementation, information related to multiple portals can be presented to a mutual fund. Suitable programming may optionally identify, at least partiall...

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Bibliographische Detailangaben
Hauptverfasser:	CROOKS, MATTHEW PATRICK, HAGERMAN, GEORGE WILLIAM, SUN, LIN, ANCELL, KEVIN ROBERT, MAEGLEY, STEPHEN JOSEPH
Format:	Patent
Sprache:	eng ; fre
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 financial management system includes a portal which makes transaction information available to a corresponding mutual fund in real time. In one implementation, information related to multiple portals can be presented to a mutual fund. Suitable programming may optionally identify, at least partially, the users associated with transactions associated with a given mutual fund. L'invention concerne un système de gestion financière comprenant un portail qui rend des informations de transactions disponibles à un fond commun de placement correspondant en temps réel. Dans une mise forme de réalisation, des informations liées à de multiples portails peuvent être présentées à un fond commun de placement. Une programmation appropriée peut facultativement identifier, au moins partiellement, les utilisateurs associés aux transactions associées à un fond commun de placement donné.