Method and system for automatic portfolio monitoring
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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N/A
Issued Date -
Jan 20, 2005
app pub date -
Mar 4, 2004
filing date -
Mar 28, 2003
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
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.
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