WO2000068852A8 - Global investor client access system - Google Patents

Global investor client access system

Info

Publication number
WO2000068852A8
WO2000068852A8 PCT/US2000/012254 US0012254W WO0068852A8 WO 2000068852 A8 WO2000068852 A8 WO 2000068852A8 US 0012254 W US0012254 W US 0012254W WO 0068852 A8 WO0068852 A8 WO 0068852A8
Authority
WO
WIPO (PCT)
Prior art keywords
data
investment
user
access system
client access
Prior art date
Application number
PCT/US2000/012254
Other languages
French (fr)
Other versions
WO2000068852A2 (en
Inventor
Sara Joannides
Patricia H Cronin
Original Assignee
Chase Manhattan Bank Nat Ass
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 Chase Manhattan Bank Nat Ass filed Critical Chase Manhattan Bank Nat Ass
Priority to AU47022/00A priority Critical patent/AU773465B2/en
Priority to CA002368612A priority patent/CA2368612A1/en
Priority to JP2000616560A priority patent/JP2003524223A/en
Priority to EP00928849A priority patent/EP1177518A1/en
Publication of WO2000068852A2 publication Critical patent/WO2000068852A2/en
Publication of WO2000068852A8 publication Critical patent/WO2000068852A8/en
Priority to HK02107754.9A priority patent/HK1046181A1/en

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
    • G06Q30/00—Commerce
    • G06Q30/06—Buying, selling or leasing transactions
    • G06Q30/08—Auctions

Abstract

La présente invention concerne un procédé permettant de fournir des données d'investissement à un utilisateur consistant à: établir l'accès à au moins une base de données d'informations contenant des données d'investissement relatives aux moyens d'investissements, les données d'investissement contenant des données de comptabilité, des nouvelles, des données de conformité, et des données de performance; maintenir un site électronique sur un réseau auquel l'utilisateur peut se connecter; et, transmettre à l'utilisateur un écran électronique par le réseau qui contient au moins: (1) les données d'informations; et/ou (2) au moins un lien avec les données d'investissements en réponse à la demande de l'utilisateur.The present invention relates to a method for providing investment data to a user, comprising: establishing access to at least one information database containing investment data relating to the investment means, the investment data investment containing accounting data, news, compliance data, and performance data; maintain an electronic site on a network to which the user can connect; and, transmit to the user an electronic screen via the network which contains at least: (1) the information data; and / or (2) at least one link with the investment data in response to the user's request.

PCT/US2000/012254 1999-05-07 2000-05-05 Global investor client access system WO2000068852A2 (en)

Priority Applications (5)

Application Number Priority Date Filing Date Title
AU47022/00A AU773465B2 (en) 1999-05-07 2000-05-05 Global investor client access system
CA002368612A CA2368612A1 (en) 1999-05-07 2000-05-05 Global investor client access system
JP2000616560A JP2003524223A (en) 1999-05-07 2000-05-05 Global investor customer access system
EP00928849A EP1177518A1 (en) 1999-05-07 2000-05-05 Global investor client access system
HK02107754.9A HK1046181A1 (en) 1999-05-07 2002-10-25 Global investor client access system

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US13286299P 1999-05-07 1999-05-07
US60/132,862 1999-05-07

Publications (2)

Publication Number Publication Date
WO2000068852A2 WO2000068852A2 (en) 2000-11-16
WO2000068852A8 true WO2000068852A8 (en) 2001-11-08

Family

ID=22455931

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2000/012254 WO2000068852A2 (en) 1999-05-07 2000-05-05 Global investor client access system

Country Status (7)

Country Link
EP (1) EP1177518A1 (en)
JP (1) JP2003524223A (en)
CN (1) CN1360704A (en)
AU (1) AU773465B2 (en)
CA (1) CA2368612A1 (en)
HK (1) HK1046181A1 (en)
WO (1) WO2000068852A2 (en)

Families Citing this family (10)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
AU2002236630A1 (en) * 2000-12-07 2002-06-18 Newsgrade Corporation System and method for organizing, navigating and analyzing data
EP1288805A1 (en) * 2001-08-24 2003-03-05 Accenture Global Services GmbH eCommerce benchmarking
US7596523B2 (en) 2002-09-09 2009-09-29 Barra, Inc. Method and apparatus for network-based portfolio management and risk-analysis
US20060184444A1 (en) * 2005-02-11 2006-08-17 Mcconaughy Jon Trading tool to enhance stock and commodity index execution
US7844527B2 (en) 2005-08-30 2010-11-30 Pensiondcisions Limited Method and system for measuring investment performance
WO2007089820A2 (en) * 2006-01-31 2007-08-09 Lehman Brothers Inc. System and method for monitoring trading manager performance
CA2681251A1 (en) 2009-09-30 2011-03-30 Royal Bank Of Canada System and method for monitoring securities compliance for related entities
CN102915508A (en) * 2012-09-13 2013-02-06 吴启波 System and method for fiduciary loan risk control based on transaction records
CN103279884A (en) * 2013-06-19 2013-09-04 沈文策 Consultation service providing method and system
CN104376404A (en) * 2014-11-04 2015-02-25 清大益讯(上海)投资管理有限公司 Network transaction platform and method

Family Cites Families (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5864871A (en) * 1996-06-04 1999-01-26 Multex Systems Information delivery system and method including on-line entitlements

Also Published As

Publication number Publication date
AU4702200A (en) 2000-11-21
EP1177518A1 (en) 2002-02-06
HK1046181A1 (en) 2002-12-27
JP2003524223A (en) 2003-08-12
AU773465B2 (en) 2004-05-27
WO2000068852A2 (en) 2000-11-16
CN1360704A (en) 2002-07-24
CA2368612A1 (en) 2000-11-16

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