Granted Patent B2

US 7,970,704 · App. 11/636,420 · Granted Jun 28, 2011

Abstract

Claims (16)

1. A computer-based financial advisor support method implemented with at least some executable instructions stored in a wireless handheld device, comprising:

presenting on the wireless handheld device a list of household entities,

receiving through a user interface of the wireless handheld device household entity selection commands for a selected household entity in the list of household entities presented in the step of presenting a list of household entities,

presenting on a wireless handheld device a list of accounts of different types held by the selected household entity at different institutions, wherein the accounts include investment accounts that hold one or more investment instruments,

receiving through a user interface of the wireless handheld device account selection commands for a selected account in the list presented in the step of presenting, and

presenting on the wireless handheld device account information for the selected account in response to the step of receiving, wherein the account information is received wirelessly by the wireless handheld device from a server.

2. The method of claim 1 wherein the step of presenting a list of accounts presents a list that includes account information from the different types of accounts.

3. The method of claim 2 wherein the account information presented in the step of presenting a list of accounts is presented in real-time.

4. The method of claim 1 wherein the account information presented in the step of presenting account information is presented in real-time.

5. The method of claim 1 wherein at least some of the accounts are personal accounts held by a member of the household entity and some of the accounts are fiduciary accounts held for the household entity by third parties.

6. The method of claim 1 wherein at least some of the accounts belong to different members of the household.

7. The method of claim 1 further including the steps of:

presenting on a wireless handheld device a list of household entities,

receiving through the wireless handheld device household entity selection commands for a selected household entity in the list of household entities presented in the step of presenting a list of household entities, and

wherein the step of presenting a list of accounts presents a list of accounts for the selected household entity.

8. The system of claim 1 wherein members of the household are linked by civil family relationships.

Assignments (8)