Patents Assigned to By All Accounts.Com, Inc.
  • Publication number: 20020042764
    Abstract: A financial portfolio management system operable in a network environment can be configured to gather financial information from a plurality of sources over an electronic network and intelligently aggregate the information into a financial portfolio viewable by a client. The client can determine which accounts should be included in the portfolio. The system uses web crawling, parsing, or spidering technology to update the portfolio information. The system provides one platform that conveys financial information from a variety of accounts held at several different financial institutions.
    Type: Application
    Filed: June 15, 2001
    Publication date: April 11, 2002
    Applicant: By All Accounts.Com, Inc.
    Inventors: L. Patrick Gardner, Ellen L. Dickau, Martin Dickau, James M. Carney