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...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: Gardner, L. Patrick, Dickau, Ellen L, Dickau, Martin, Carney, James M
Format: Patent
Sprache:eng
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