Method and system for providing a weighted average aggregated accounts report
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United States of America Patent
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N/A
Issued Date -
Aug 28, 2003
app pub date -
Feb 1, 2002
filing date -
Feb 1, 2002
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
A system and methods for aggregating data contained in multiple client accounts and reporting the aggregated account information to the client as well as to other interested parties to whom the client has granted access permission. Account information may be obtained from external sources using a network and included in the aggregated client data. In an exemplary embodiment, the system includes a web server for generating aggregated account data reports from account information maintained in a database and a client terminal for receiving aggregated account data reports. The system and methods include calculating and reporting one or more weighted average values for each type of investment held in one or more independent investment accounts.
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