Data network association for financial services

Details Data network association for financial services Data network association for financial services

G - Physics

06

Q

G06Q 40/00 (2006.01)

Patent

CA 2630983

A system is provided for consolidating financial information to allow multiple advisors to advise a customer with respect to financial products and/or services. Account data from a plurality of financial institutions is brought together in a computer implemented front end program having network access to each of the accounts. Each advisor can access this single environment. The customer has control over what type of account data each advisor can view, edit or transact with.

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