Byallaccounts, Inc.

Workgroup Technology Corporation

Martin Dickau

Ellen L Dickau

L Patrick Gardner

James M Carney

Jeffrey G MacAllister

Lori C Marchak

Patrice A Tegan

A financial portfolio management system operable in a network environment can be configured to gather financial information from a plurality of sources over an electronic network and intelligently aggregate the information into a financial portfolio viewable by a client. The client can determine which accounts should be included in the portfolio. The system uses web crawling, parsing, or spidering technology to update the portfolio information. The system provides one platform that conveys financial information from a variety of accounts held at several different financial institutions.

Financial portfolio management system and method

A system, and related method, for managing the development of a project includes a memory device and at least one category definition stored in the memory device. Each category definition is representative of a discrete work deliverable required to complete the project being managed and has at least one stage. Each stage defines a portion of the definition's life-cycle and is completed only upon the submission of substantive information required by the stage to create the discrete work deliverable.

Product development system and method using integrated process and data

Growing community of inventors

Carlisle, MA, United States of America

Martin Dickau