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 at least one embodiment, the system includes a web server for generating aggregated account data reports from account information maintained in a database and an interested party terminal for receiving aggregated account data reports. The system and methods allow a client to specify various levels of access permission for an interested party, and thereby to control the level of detail accessible by one or more interested parties using the system.

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.

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 aggregating one or more sets of stock options in the aggregated account information.

Abstract: Content providers, such as research departments in a financial services organization that prepare research reports, can use a Content Management Application (CMA) to self-publish content to a network. Users, such as internal users, e.g., financial advisors, and external users, such as the organization's clients, can access the content via the network. An administrator uses the CMA to define a hierarchy of nodes, and to entitle specific content providers to upload content to specified nodes. The content providers may entitle their content to certain platforms and user groups. The content providers can directly publish content to make it readily available, and thereby feature the latest research or other information. The content providers can update links on the display to link to new or updated content. A Content Display Application (CDA) is used to display the appropriate content to the entitled users.