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DATA NETWORK ASSOCIATION FOR FINANCIAL SERVICES

  • US 20080281741A1
  • Filed: 05/08/2008
  • Published: 11/13/2008
  • Est. Priority Date: 05/08/2007
  • Status: Abandoned Application
First Claim
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1. A system for consolidating financial information to allow multiple advisors to advise a customer with respect to financial products and/or services, the customer having accounts at a plurality of financial institutions, the system comprising:

  • a computer implemented front end program having network access to each of the accounts at the plurality of financial institutions, the program providing a single environment for advisors;

    the program having permissions associated with data in each of the accounts;

    the program allowing the customer to set permissions for each of the customer'"'"'s advisors with respect to each type of data in the accounts, such that each advisor is only allowed to view and/or edit and/or transact with permitted data.

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