Patent attributes
Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide access to a funds transfer management portal that interfaces with at least one database to access a customer's financial information for use in presenting account activity associated with at least one of the customer's accounts maintained by a financial institution. The system receives a request to view account activity in which the request specifies a format for viewing the account activity. In response to receiving the request, the system retrieves data related to one or more funds transfers associated with the at least one account and present the account activity in the requested format for viewing the account activity.
