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:
Grant
Filed:
June 5, 2012
Date of Patent:
June 25, 2013
Assignee:
Byallaccounts, Inc.
Inventors:
L. Patrick Gardner, Ellen L. Dickau, Martin Dickau, James M. Carney
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 5, 2012
Publication date:
October 18, 2012
Applicant:
ByAllAccounts, Inc.
Inventors:
L. Patrick Gardner, Ellen L. Dickau, Martin Dickau, James M. Carney
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:
Grant
Filed:
November 13, 2009
Date of Patent:
July 10, 2012
Assignee:
Byallaccounts, Inc.
Inventors:
L. Patrick Gardner, Ellen L. Dickau, Martin Dickau, James M. Carney
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:
November 13, 2009
Publication date:
April 8, 2010
Applicant:
ByAllAccounts, Inc.
Inventors:
L. Patrick Gardner, Ellen L. Dickau, Martin Dickau, James M. Carney
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:
Grant
Filed:
June 15, 2001
Date of Patent:
December 29, 2009
Assignee:
ByAllAccounts, Inc.
Inventors:
L. Patrick Gardner, Ellen L. Dickau, Martin Dickau, James M. Carney
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