Patent ID: 7103556
Filing Date: 2006-09-05
Classification: G06Q

Abstract:
1. A method for facilitating an exchange of information between at least one client and at least one advisor, the method comprising the steps of: accessing client data wherein the client data comprises an associated account portfolio and a client profile; retrieving aggregated data from an aggregate database wherein the aggregated data is related to the associated account portfolio and wherein the associated account portfolio comprises account data from a plurality of accounts from a combination of independent sources; analyzing the retrieved aggregated data in accordance with the client profile; enriching the analyzed retrieved aggregated data by graphically displaying one or more of performance data, accuracy data, pricing data, benchmark data and historical data associated with the associated account portfolio; and communicating the analyzed retrieved aggregated data between the at least one client and the at least one advisor to enable the at least one client and the at least one advisor to collaborate on the analyzed retrieved aggregated data via an online interface over the Internet; wherein the at least one client and the at least one advisor interact jointly with at least each other to access and exchange information related to the analyzed retrieved aggregated data; wherein the at least one advisor is a human advisor.