Abstract: A financial management system includes a portal which makes transaction information available to a corresponding mutual fund in real time. In one implementation, information related to multiple portals can be presented to a mutual fund. Suitable programming may optionally identify, at least partially, the users associated with transactions associated with a given mutual fund.
Type:
Grant
Filed:
October 6, 2010
Date of Patent:
January 17, 2012
Assignee:
MBOX LLC
Inventors:
George William Hagerman, Matthew Patrick Crooks, Lin Sun, Stephen Joseph Maegley, Kevin Robert Ancell
Abstract: A financial management system includes a portal which makes transaction information available to a corresponding mutual fund in real time. In one implementation, information related to multiple portals can be presented to a mutual fund. Suitable programming may optionally identify, at least partially, the users associated with transactions associated with a given mutual fund.
Type:
Grant
Filed:
December 6, 2006
Date of Patent:
November 16, 2010
Assignee:
Mbox LLC
Inventors:
George William Hagerman, Matthew Patrick Crooks, Lin Sun, Stephen Joseph Maegley, Kevin Robert Ancell