Patent ID: 7945506

Claim:
An investment account management system configured to manage a plurality of client accounts, comprising: a financial information database comprising financial information from a plurality of clients; a user profile database comprising a user profile for each user of the system, wherein said user profile comprises access rights specifying the financial information available to the user, and a screen setting parameter indicating a customized display of how client financial data is viewed by the user in an Internet browser; a host server comprising a presentation manager, wherein the presentation manager is linked to the user profile database and operative to modify user profiles so each user is presented with a customized display of client financial information when viewed in an Internet browser; a data link to a custodian bank which provides online access to records of client holdings at the bank; a business logic manager configured to read instructions from a database module, wherein the instructions comprise custom logic routines for each user, and the logic routines define whether the user is authorized to execute a trade and whether sufficient holdings are available at the custodian bank for the trade; and a data exchange link with a broker/dealer system, wherein data representing the trade to be executed is formatted by the system in accordance with a user profile associated with each broker/dealer system and sent to the broker/dealer system for execution.