Patent ID: 7644023

Claim:
A system for updating parameters of financial transactions associated with financial services initiated and completed on behalf of or directly by a user through access to a data-packet-network into more than one electronic interface accessible to the user is provided comprising: a main electronic interactive interface accessible by the user, supported by back-end software, the main interface for registering all user accounts into at least one portfolio group, the accounts accessible in detail through the main interface; at least one cobranded electronic interactive interface accessible by the user, supported by back-end software, the cobranded interface mirroring the accounts registered in the main electronic interface; and a plurality of institution-specific electronic interactive interfaces accessible by the user for providing direct account registration, reporting, and maintenance specific to accounts provided by the associated institutions, characterized in that through direct linking between the main, cobranded, and institution-specific interfaces, any parameters associated with any action initiated to a specific account through any of the interfaces is immediately propagated to the other interfaces.