Abstract: In one general aspect, a financial advisor support method is disclosed that includes presenting on a wireless handheld device a list of accounts of different types held by a household entity at different institutions, receiving through the wireless handheld device account selection commands for a selected account in the list presented in the step of presenting, and presenting on the wireless handheld device account information for the selected account in response to the step of receiving.

Abstract: In one general aspect, a financial advisor support method is disclosed that includes presenting on a wireless handheld device a list of accounts of different types held by a household entity at different institutions, receiving through the wireless handheld device account selection commands for a selected account in the list presented in the step of presenting, and presenting on the wireless handheld device account information for the selected account in response to the step of receiving.

Abstract: In one general aspect, a financial advisor support system is disclosed that includes a disparate financial feed interface to a plurality of different kinds of third-party financial information feeds and an enterprise system interface to a centrally located enterprise system. Many-to-many relationship logic defines many-to-many relationships between data elements from the different kinds of information feeds and data elements from the enterprise system, and a wireless handheld mobile platform navigation interface responsive to user input to navigate among the many-to-many relationships defined by the many-to-many relationship logic, and operative to access in real time from the disparate financial feed interface and the enterprise system interface information that is linked by the navigated relationships.