Patent ID: 7979333
Filing Date: 2011-07-12
Classification: G06Q

Abstract:
1. At least one computer-readable tangible medium having software instructions encoded thereon which, when executed, cause at least one computer to perform a method for providing securities information to a user, the method comprising: obtaining user information comprising one or more of contact information for the user, an identification of at least one security owned by the user, display preference information for the user and delivery preference information for the user; obtaining securities information relating to a plurality of securities, a first subset of the plurality of securities being the at least one security owned by the user; in response to at least one event comprising a time event, transfer event, market event and/or change in securities information relating to one or more of the first subset of the plurality of securities, identifying, based on the user information, a portion of the securities information to deliver to the user, the identified portion relating to at least the one or more of the first subset of the plurality of securities; customizing, based on one or more of the contact information for the user, identification of the at least one security owned by the user, display preference information for the user or delivery preference information for the user, the identified portion of securities information; and causing the customized portion of securities information to be sent to the user.