Is a
Patent attributes
Patent Jurisdiction
Patent Number
Patent Inventor Names
George William Hagerman0
Lin Sun0
Matthew Patrick Crooks0
Stephen Joseph Maegley0
Kevin Robert Ancell0
Date of Patent
November 16, 2010
0Patent Application Number
115675100
Date Filed
December 6, 2006
0Patent Citations Received
Patent Primary Examiner
Patent 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.
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