System and method for providing information related to a financial portfolio
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United States of America Patent
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Issued Date -
Feb 23, 2017
app pub date -
Aug 5, 2005
filing date -
Aug 5, 2005
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Abstract
A method for providing information related to a financial portfolio of a client. The method can include the steps of receiving tax news data related to a specific country, determining from client-portfolio data if the portfolio is invested in the specific country, and determining an effect that the country-news data will have on the client-portfolio data. The method can include the step of displaying results-information related to the effect that the country-news data will have on the client-portfolio data. Region-news data can be used to compare the tax law or treaty network in various countries.
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