Financial portfolio management system and method

Financial portfolio management system and method

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 whi...

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Hauptverfasser: Gardner, L. Patrick, Dickau, Ellen L, Dickau, Martin, Carney, James M
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Sprache:eng
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creator Gardner, L. Patrick
Dickau, Ellen L
Dickau, Martin
Carney, James M
description 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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title Financial portfolio management system and method
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