AU2001229657A1 - Browser interface and network based financial service system - Google Patents

Browser interface and network based financial service system

Info

Publication number
AU2001229657A1
AU2001229657A1 AU2001229657A AU2965701A AU2001229657A1 AU 2001229657 A1 AU2001229657 A1 AU 2001229657A1 AU 2001229657 A AU2001229657 A AU 2001229657A AU 2965701 A AU2965701 A AU 2965701A AU 2001229657 A1 AU2001229657 A1 AU 2001229657A1
Authority
AU
Australia
Prior art keywords
service system
network based
financial service
browser interface
based financial
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
AU2001229657A
Inventor
William Fitzpatrick
John Furlong
David Hummelberg
Brian Martone
Robert Mauer
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
PaineWebber Inc
Original Assignee
PaineWebber Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by PaineWebber Inc filed Critical PaineWebber Inc
Publication of AU2001229657A1 publication Critical patent/AU2001229657A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Landscapes

  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Strategic Management (AREA)
  • General Business, Economics & Management (AREA)
  • Human Resources & Organizations (AREA)
  • Finance (AREA)
  • Marketing (AREA)
  • Development Economics (AREA)
  • Economics (AREA)
  • Physics & Mathematics (AREA)
  • Accounting & Taxation (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Technology Law (AREA)
  • Operations Research (AREA)
  • Game Theory and Decision Science (AREA)
  • Data Mining & Analysis (AREA)
  • Quality & Reliability (AREA)
  • Tourism & Hospitality (AREA)
  • Information Transfer Between Computers (AREA)
  • User Interface Of Digital Computer (AREA)
AU2001229657A 2000-02-14 2001-01-17 Browser interface and network based financial service system Abandoned AU2001229657A1 (en)

Applications Claiming Priority (5)

Application Number Priority Date Filing Date Title
US18236400P 2000-02-14 2000-02-14
US60182364 2000-02-14
US09712358 2000-11-14
US09/712,358 US7171384B1 (en) 2000-02-14 2000-11-14 Browser interface and network based financial service system
PCT/US2001/001881 WO2001061589A2 (en) 2000-02-14 2001-01-17 Browser interface and network based financial service system

Publications (1)

Publication Number Publication Date
AU2001229657A1 true AU2001229657A1 (en) 2001-08-27

Family

ID=26878035

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001229657A Abandoned AU2001229657A1 (en) 2000-02-14 2001-01-17 Browser interface and network based financial service system

Country Status (3)

Country Link
US (1) US7171384B1 (en)
AU (1) AU2001229657A1 (en)
WO (1) WO2001061589A2 (en)

Families Citing this family (52)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7827090B2 (en) * 2000-06-22 2010-11-02 Wgal, Llc Apparatus and method for displaying trading trends
US7877312B2 (en) * 2000-06-22 2011-01-25 Wgal, Llp Apparatus and method for displaying trading trends
AU2001270038A1 (en) * 2000-06-22 2002-01-02 Stock Decision Software Co., Inc. Apparatus and method for displaying trading trends
AUPR109700A0 (en) * 2000-10-27 2000-11-23 Share-Tech Software Pty Ltd Trading system
CA2440060A1 (en) * 2001-02-09 2002-08-22 Brian Christopher Tarbox Systems and methods for improving investment performance
US20030088443A1 (en) * 2001-11-08 2003-05-08 Majikes Matthew George System and method for personalizing and delivering insurance or financial services-related content to a user
US7730063B2 (en) * 2002-12-10 2010-06-01 Asset Trust, Inc. Personalized medicine service
US7590579B2 (en) 2003-02-11 2009-09-15 Ubs Financial Services, Inc. Financial advisor messaging in a networked computer system
US8725608B2 (en) * 2003-08-20 2014-05-13 United Services Automobile Association (Usaa) Method of assisted education planning
US20060184473A1 (en) * 2003-11-19 2006-08-17 Eder Jeff S Entity centric computer system
US8036987B1 (en) 2004-01-30 2011-10-11 Intuit Inc. Method and system for accounts payable prioritization and management
US20050187953A1 (en) * 2004-02-24 2005-08-25 Finaplex, Inc. Method and system for creating and administering entitlements in a wealth management system
US20050240456A1 (en) * 2004-04-27 2005-10-27 Ward Christian J Independent research analysis, aggregation and delivery system and method
US20050278640A1 (en) * 2004-06-09 2005-12-15 Jones Edwin R System and method of dynamic entitlement
US20060095785A1 (en) * 2004-10-29 2006-05-04 Electronic Data Systems Corporation System, method, and computer program product for user password reset
US7739184B1 (en) * 2005-03-31 2010-06-15 Trading Technologies International, Inc. System and method for providing market data in an electronic trading environment
US20060241962A1 (en) * 2005-04-20 2006-10-26 Flora John R Context-driven transaction reports
US20070100749A1 (en) * 2005-10-28 2007-05-03 Deepa Bachu Online bill payment management and projected account balances
US20080168370A1 (en) * 2007-01-08 2008-07-10 Infoexchange, Inc. Method and System for Providing Alerts to Clients Engaging in Security or Commodity Trading
US9842097B2 (en) * 2007-01-30 2017-12-12 Oracle International Corporation Browser extension for web form fill
US7941359B2 (en) * 2007-06-26 2011-05-10 Wall Street On Demand Computer-based method for teaming research analysts to generate improved securities investment recommendations
US20090055242A1 (en) * 2007-08-24 2009-02-26 Gaurav Rewari Content identification and classification apparatus, systems, and methods
US20090055368A1 (en) * 2007-08-24 2009-02-26 Gaurav Rewari Content classification and extraction apparatus, systems, and methods
US7716228B2 (en) * 2007-09-25 2010-05-11 Firstrain, Inc. Content quality apparatus, systems, and methods
CA2638338A1 (en) * 2007-09-27 2008-12-29 Marcus New Community information filter
US8234502B2 (en) * 2008-08-29 2012-07-31 International Business Machines Corporation Automated password authentication
US10643227B1 (en) 2010-03-23 2020-05-05 Aurea Software, Inc. Business lines
US9760634B1 (en) 2010-03-23 2017-09-12 Firstrain, Inc. Models for classifying documents
US11367295B1 (en) * 2010-03-23 2022-06-21 Aurea Software, Inc. Graphical user interface for presentation of events
US10546311B1 (en) 2010-03-23 2020-01-28 Aurea Software, Inc. Identifying competitors of companies
US8306963B2 (en) 2010-05-18 2012-11-06 Microsoft Corporation Embedded search bar
US20120036471A1 (en) * 2010-08-04 2012-02-09 Misys Tool bars along lateral edges of a mobile computing device display
CA2720364A1 (en) * 2010-11-05 2012-05-05 Panacea Financial Ltd. Tax loss verification method
US20120310684A1 (en) * 2011-06-06 2012-12-06 Carter Michael M System and method of providing cloud-based business valuation services via a mobile app
US8799040B2 (en) * 2011-06-06 2014-08-05 Bizequity Llc Engine, system and method of providing business valuation and database services using alternative payment arrangements
US8782042B1 (en) 2011-10-14 2014-07-15 Firstrain, Inc. Method and system for identifying entities
US9779457B1 (en) 2012-03-15 2017-10-03 United Services Automobile Association (Usaa) Personalized navigation control items for an application
US9591481B1 (en) 2012-03-15 2017-03-07 United Services Automobile Association (Usaa) Authentication and security features for a mobile application
US9015073B2 (en) * 2012-06-06 2015-04-21 Addepar, Inc. Controlled creation of reports from table views
US9292505B1 (en) 2012-06-12 2016-03-22 Firstrain, Inc. Graphical user interface for recurring searches
US10592480B1 (en) 2012-12-30 2020-03-17 Aurea Software, Inc. Affinity scoring
CA2865617C (en) 2013-09-30 2020-07-14 The Toronto-Dominion Bank Systems and methods for administering investment portfolios based on transaction data
US9424333B1 (en) 2014-09-05 2016-08-23 Addepar, Inc. Systems and user interfaces for dynamic and interactive report generation and editing based on automatic traversal of complex data structures
US9244899B1 (en) 2014-10-03 2016-01-26 Addepar, Inc. Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including time varying attributes
US10032223B2 (en) 2015-03-20 2018-07-24 Bank Of America Corporation System for account linking and future event integration into retirement score calculation
US9830660B2 (en) 2015-03-20 2017-11-28 Bank Of America Corporation System for augmenting a retirement score with health information
US10019760B2 (en) 2015-03-20 2018-07-10 Bank Of America Corporation System for utilizing a retirement score to receive benefits
US10049406B2 (en) 2015-03-20 2018-08-14 Bank Of America Corporation System for sharing retirement scores between social groups of customers
US10732810B1 (en) 2015-11-06 2020-08-04 Addepar, Inc. Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including summary data such as time series data
US20180322580A1 (en) * 2017-05-03 2018-11-08 Hui-Chi Hsiung Intelligent Financial Management System
US20190325523A1 (en) * 2018-04-19 2019-10-24 Wells Fargo Bank, N.A. Systems and methods of generating a pooled investment vehicle using shared data
US10902854B1 (en) 2019-05-17 2021-01-26 Eyeballs Financial, LLC Systems and methods for generating responses to questions about user accounts

Family Cites Families (36)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US4774663A (en) 1980-07-29 1988-09-27 Merrill Lynch, Pierce, Fenner & Smith Incorporated Securities brokerage-cash management system with short term investment proceeds allotted among multiple accounts
US5270922A (en) 1984-06-29 1993-12-14 Merrill Lynch & Company, Inc. System for distributing, processing and displaying financial information
US5210687A (en) 1987-04-16 1993-05-11 L & C Family Partnership Business transaction and investment growth monitoring data processing system
US4823265A (en) 1987-05-11 1989-04-18 Nelson George E Renewable option accounting and marketing system
US5132899A (en) * 1989-10-16 1992-07-21 Fox Philip J Stock and cash portfolio development system
US5214579A (en) 1989-12-22 1993-05-25 L & C Family Partnership Goal-oriented investment indexing, tracking and monitoring data processing system
US5262942A (en) 1990-06-05 1993-11-16 Bankers Trust Company Financial transaction network
US5231571A (en) 1990-08-14 1993-07-27 Personal Financial Assistant, Inc. Personal financial assistant computer method
US5297032A (en) 1991-02-01 1994-03-22 Merrill Lynch, Pierce, Fenner & Smith Incorporated Securities trading workstation
US5245535A (en) 1991-04-05 1993-09-14 Citibank, N.A. System for demonstrating financial concepts and displaying financial data
US5692233A (en) 1992-05-28 1997-11-25 Financial Engineering Associates, Inc. Integrated system and method for analyzing derivative securities
US5806049A (en) * 1993-04-21 1998-09-08 Petruzzi; Christopher R. Data processing system for global assessment of investment opportunity and cost
AU4373196A (en) 1994-12-13 1996-07-03 Fs Holdings, Inc. A system for receiving, processing, creating, storing and disseminating investment information
US6058378A (en) * 1995-02-22 2000-05-02 Citibank, N.A. Electronic delivery system and method for integrating global financial services
US5784696A (en) 1995-02-24 1998-07-21 Melnikoff; Meyer Methods and apparatus for evaluating portfolios based on investment risk
US5802499A (en) * 1995-07-13 1998-09-01 Cedel Bank Method and system for providing credit support to parties associated with derivative and other financial transactions
US5706442A (en) 1995-12-20 1998-01-06 Block Financial Corporation System for on-line financial services using distributed objects
US5930774A (en) 1996-01-29 1999-07-27 Overlap, Inc. Method and computer program for evaluating mutual fund portfolios
US5946666A (en) 1996-05-21 1999-08-31 Albert Einstein Healthcare Network Monitoring device for financial securities
US5940809A (en) 1996-08-19 1999-08-17 Merrill Lynch & Co. Securities brokerage-asset management system
US6064984A (en) * 1996-08-29 2000-05-16 Marketknowledge, Inc. Graphical user interface for a computer-implemented financial planning tool
US6195647B1 (en) * 1996-09-26 2001-02-27 The Nasdaq Stock Market, Inc. On-line transaction processing system for security trading
US5933816A (en) 1996-10-31 1999-08-03 Citicorp Development Center, Inc. System and method for delivering financial services
US5970149A (en) * 1996-11-19 1999-10-19 Johnson; R. Brent Combined remote access and security system
US5913202A (en) 1996-12-03 1999-06-15 Fujitsu Limited Financial information intermediary system
US5978779A (en) * 1997-11-14 1999-11-02 Merrill Lynch, Pierce, Fenner & Smith Distributed architecture utility
US5918217A (en) * 1997-12-10 1999-06-29 Financial Engines, Inc. User interface for a financial advisory system
US7167838B1 (en) * 1998-04-24 2007-01-23 Starmine Corporation Security analyst estimates performance viewing system and method
US6408282B1 (en) * 1999-03-01 2002-06-18 Wit Capital Corp. System and method for conducting securities transactions over a computer network
US6484151B1 (en) * 1999-07-23 2002-11-19 Netfolio, Inc. System and method for selecting and purchasing stocks via a global computer network
US6709330B1 (en) * 1999-08-20 2004-03-23 Ameritrade Holding Corporation Stock simulation engine for an options trading game
WO2001048655A1 (en) * 1999-12-07 2001-07-05 Nodlet, S.A. Online commodities trading system with anonymous counter bid/offer function
US6983318B2 (en) * 2001-01-22 2006-01-03 International Business Machines Corporation Cache management method and system for storing dynamic contents
US7117175B2 (en) * 2002-04-10 2006-10-03 Research Affiliates, Llc Method and apparatus for managing a virtual mutual fund
US20050154662A1 (en) * 2003-11-06 2005-07-14 Langenwalter James A. Asset allocation, rebalancing, and investment management system
JP2005234614A (en) * 2004-02-17 2005-09-02 Hitachi Ltd Asset allocation state display apparatus, asset allocation state display method, program and screen

Also Published As

Publication number Publication date
US7171384B1 (en) 2007-01-30
WO2001061589A2 (en) 2001-08-23
WO2001061589A8 (en) 2001-12-20

Similar Documents

Publication Publication Date Title
AU2001229657A1 (en) Browser interface and network based financial service system
AU2003245275A1 (en) Browser interface and network based financial service system
AU2001262799A1 (en) Network service system and method
AU2001268274A1 (en) Network interface having client-specific information and associated method
AU2001255698A1 (en) Network enabled application software system and method
AU2001241510A1 (en) Customer service system and method
AU2001257374A1 (en) Network management method and system
AU2002254293A1 (en) Payment service method and system
AU2048400A (en) An integrated, interactive telephone and computer network communications system
AU2001262970A1 (en) Event service method and system
AU2002352853A1 (en) Service transaction management system and process
AU3218901A (en) Mobile transaction system and method
AU2002214291A1 (en) Eyeglasses order/sale system over network and its method
AU6777800A (en) Network system and method
AU2001251636A1 (en) System and method for network caching
AU2002256380A1 (en) Service provision system and method
AU2002324252A1 (en) Relocation method, system and network element
AU2001284954A1 (en) System and method for service transaction brokering among distributed marketplaces
AU2002212685A1 (en) Digital content selling method and system using communication network
AU3454600A (en) Network system and network interface card
AU2001264106A1 (en) Network configuration method and system
AU5710300A (en) System and method for conducting auction using computer network
AU2002347415A1 (en) Network services broker system and method
AU6263401A (en) System and method for secure transactions via a communications network
AU2001269293A1 (en) Method, computer system and computer system network