Portfolio synchronizing between different interfaces
First Claim
1. A system for updating parameters of financial transactions associated with financial services initiated and completed on behalf of or directly by a user through access to a data-packet-network into more than one electronic interface accessible to the user is provided comprising:
- a main electronic interactive interface accessible by the user, supported by back-end software, the main interface for registering all user accounts into at least one portfolio group, the accounts accessible in detail through the main interface;
at least one cobranded electronic interactive interface accessible by the user, supported by back-end software, the cobranded interface mirroring the accounts registered in the main electronic interface; and
a plurality of institution-specific electronic interactive interfaces accessible by the user for providing direct account registration, reporting, and maintenance specific to accounts provided by the associated institutions, characterized in that through direct linking between the main, cobranded, and institution-specific interfaces, any parameters associated with any action initiated to a specific account through any of the interfaces is immediately propagated to the other interfaces.
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Accused Products
Abstract
A system for updating parameters of financial transactions associated with financial services initiated and completed on behalf of or directly by a user through access to a data-packet-network into more than one electronic interface accessible to the user is provided. The system comprises, a main electronic interface supported by back-end software, the main interface for registering all user accounts into at least one portfolio group, the accounts accessible in detail through the main interface, at least one cobranded electronic interface supported by back-end software, the cobranded interface mirroring the accounts registered in the main electronic interface and a plurality of institution-specific electronic interfaces for providing direct account registration, reporting, and maintenance specific to accounts provided by the associated institutions. Through direct linking between the main, cobranded, and institution-specific interfaces, any parameters associated with any action initiated to a specific account through any of the interfaces is immediately propagated to the other interfaces.
78 Citations
20 Claims
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1. A system for updating parameters of financial transactions associated with financial services initiated and completed on behalf of or directly by a user through access to a data-packet-network into more than one electronic interface accessible to the user is provided comprising:
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a main electronic interactive interface accessible by the user, supported by back-end software, the main interface for registering all user accounts into at least one portfolio group, the accounts accessible in detail through the main interface; at least one cobranded electronic interactive interface accessible by the user, supported by back-end software, the cobranded interface mirroring the accounts registered in the main electronic interface; and a plurality of institution-specific electronic interactive interfaces accessible by the user for providing direct account registration, reporting, and maintenance specific to accounts provided by the associated institutions, characterized in that through direct linking between the main, cobranded, and institution-specific interfaces, any parameters associated with any action initiated to a specific account through any of the interfaces is immediately propagated to the other interfaces. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
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9. A method for causing update to a multitude of electronic interfaces containing a common financial portfolio accessible through a data-packet-network by initiating an action or actions specific to a shared account held in the portfolio comprising the steps of:
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(a) providing a multitude of interactive electronic interfaces accessible by a user containing a common financial portfolio for the user; (b) connecting to the network and accessing by the user a service site associated with the shared account; (c) initiating by the user an action or actions to be performed in association with the shared account through interface provided by the service site; and (d) as a result of the action or actions performed, propagating the pertinent parameters detailing the action or actions to the multitude of interfaces containing the common portfolio and account data. - View Dependent Claims (10, 11, 12, 13, 16, 17, 18, 19, 20)
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14. A method for causing update to a multitude of electronic interfaces containing a common financial portfolio for a user accessible through a data-packet-network by initiating an action or actions specific to a shared account contained in the portfolio comprising steps of:
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(a) connecting to the network and accessing by the user one of the multitude of electronic interfaces containing the common portfolio and the shared account; (b) initiating an action or actions by the user specific to the shared account the action or actions performed by proxy through the accessed interface; and (c) as a result of the action or actions performed, propagating the parameters associative of the action or actions to others of the multitude of electronic interfaces. - View Dependent Claims (15)
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Specification