Patent ID: 7069241

Claim:
A method for the unified management of a plurality of assets allowing collective perusal of the real-time status of transactions and assets held by a user at a plurality of different companies by using a computer network and a unified asset management server, comprising the steps of: a client computer sending a prior notification which requests a financial institution server to send asset information to a unified asset management server; said financial institution server making a determination as to whether or not said prior notification is from said client computer based on an Internet protocol (IP) address of said client computer and authentication information from said client computer; said financial institution server returning an acknowledgement for said prior notification to said client computer when said prior notification is from said client computer; said client computer making a request to said unified asset management server to update a portfolio after said client computer receives said acknowledgement; said unified asset management server making a request to said financial institution server to perform authentication; said financial institution server providing authentication based on an Internet protocol (IP) address of said unified asset management server authentication information from said unified asset management server when said unified asset management server is the server specified in said prior notification from said client computer; said unified asset management server making a request to said financial institution server to send said asset information; said financial institution server sending said asset information to said unified asset management server; said unified asset management server updating a portfolio based on said asset information received; and said unified asset management server sending an updated portfolio to said client computer.