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: Hagerman, George William, Crooks, Matthew Patrick, Sun, Lin, Maegley, Stephen Joseph, Ancell, Kevin Robert
Format: Patent
Sprache:eng
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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.