Patent ID: 8417614
Filing Date: 2013-04-09
Classification: G06Q

Abstract:
1. A computer-implemented method for providing investor services, the method comprising: providing a user interface to a user via a first computer device, wherein the first computer device comprises at least one processor and an operatively associated memory, and wherein the user interface comprises: receiving by the first computer device, from the user, and via the user interface, an indication of a user position on the first and second axes, wherein the indication of the user position is first data; the first computer device providing the first data to a host institution via a communication network; storing by the host institution in a non-transitory computer readable medium, the first data describing the user position on the first and second axis in association with an identifier of the user; and wherein the user interface is provided in a level of detail according to a type of device of the first computer device or an account type held by the user at a host institution that provides the user interface.