Method and system for automatic portfolio monitoring

Details Method and system for automatic portfolio monitoring Method and system for automatic portfolio monitoring

G - Physics

06

Q

G06Q 40/00 (2006.01)

Patent

CA 2520659

A portfolio monitoring and alerting service is available over the web that is user-friendly and easy to maintain. This service allows each user to monitor a portfolio of accounts on customers and suppliers containing business and financial information and observe changes to individual accounts within the portfolio, to manage the portfolio by adding or deleting accounts, to receive notice of and view alerts, and to receive notices for report renewal.

Un service de suivi et d'avertissement de portefeuille, utilisable via le Web, est convivial et facile à entretenir. Le service permet à chaque utilisateur d'effectuer le suivi d'un portefeuille de comptes en rapport avec des clients et des fournisseurs contenant des informations d'entreprises ou financières et d'observer les changements apportés aux comptes individuels à l'intérieur du portefeuille de manière à gérer le portefeuille par l'ajout ou la suppression de comptes, pour recevoir des notifications et visualiser des avertissements, et pour recevoir des notifications en rapport avec le renouvellement de rapport.

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