Account and Investment Market Monitoring Tools

• Main Authors: CARTRIGHT EUGENE, O'DRISCOLL NANCY SHEA, KEELER KAREN, MILLER TROY JONATHAN, WILKINSON SCOTT, FOX PAUL DAVID, LOGAN SCOTT HOWARD, GRAF ABBEY KATCHER, HARMON KRISTYN S, INGHAM DAVID MIEUMS, ROBICHAUD JUDITH ANN, MAHONEY ANDREW A, KARCHER ERIC C, GLASSMAN BRIAN CHARLES, TSAHALIS PETER
• Format: Patent
• Language: English
• Published: 27.09.2012
• Subjects: CALCULATING; COMPUTING; COUNTING; DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES; PHYSICS; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR

Aspects of the present disclosure are directed to a method and system for customers with an account associated with a financial entity to access their accounts and stay on top of one or more financial markets. In accordance with one or more aspects of the present disclosure, customers can review balances, and review holdings. Customers also can stay on top of trades and transactions while still being mobile, e.g., on the go utilizing a handheld computing device. Customers may utilize one or more aspects of the present disclosure to review research reports as well as third-party ratings for potential financial transactions. Customers may receive up-to-the-minute news on one or more financial markets, including real-time quotes, in addition to the ability to see only those research reports, third-party ratings, news on financial markets, and/or particular assets, that the customer has customized.