The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jun. 25, 2013
Filed:
Jun. 05, 2012
L. Patrick Gardner, Manchester, MA (US);
Ellen L. Dickau, Carlisle, MA (US);
Martin Dickau, Carlisle, MA (US);
James M. Carney, Manchester, MA (US);
L. Patrick Gardner, Manchester, MA (US);
Ellen L. Dickau, Carlisle, MA (US);
Martin Dickau, Carlisle, MA (US);
James M. Carney, Manchester, MA (US);
Byallaccounts, Inc., Woburn, MA (US);
Abstract
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.