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Investment analysis and reporting system and method

  • US 20060106700A1
  • Filed: 03/08/2005
  • Published: 05/18/2006
  • Est. Priority Date: 11/12/2004
  • Status: Abandoned Application
First Claim
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1. A management terminal of an institutional investment analysis and reporting system, the management terminal comprising:

  • an input/output module configured to retrieve and/or extract data from a plurality of disparate data sources in communication with the management terminal via a telecommunications network;

    a database configured to store data retrieved from the data sources;

    a reconciliation module configured to reconcile data stored in the database;

    an accounting module configured to generate accounting reports from data stored in the database;

    a compliance module configured to generate compliance reports from data stored in the database;

    a risk module configured to generate risk reports from data stored in the database; and

    a performance module configured to generate performance reports from data stored in the database.

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