Patent ID: 8396785

Claim:
A computer-implemented method, comprising: obtaining, by a computer system, 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, by the computer system, 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, by the computer system, 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, by the computer system, 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, by the computer system, the customized portion of securities information to be sent to the user.