Method and system for account reconciliation in a wealth management system
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United States of America Patent
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Issued Date -
Aug 25, 2005
app pub date -
Feb 17, 2005
filing date -
Feb 24, 2004
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
A method and system for account reconciliation in a wealth management system are disclosed. In one embodiment, a computer-implemented method comprises creating a financial portfolio account having a plurality of data elements. Financial data is received from a plurality of systems of record. Each system of record of the plurality of systems of record correspond to one or more data elements of the plurality of data elements. The financial portfolio account is reconciled with the financial data.
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