Patent ID: 7454373

Claim:
A method for providing access to support information in substantially real-time, comprising the following steps: receiving, by a customer service representative, at least one inquiry from a customer over a communications link; receiving, in response to the at least one inquiry, a request from a client computer associated with the customer service representative for support information relating to the at least one inquiry, the request being transmitted over a computer network; displaying an information system home page to the client computer system, the information system home page comprising at least the following options: a fund search option and a reports option; receiving, from the client computer, a request for a selected one of the fund search option and the reports option; retrieving content relating to the selected one of the fund search option and the reports option from at least one information source associated with the computer network; displaying the content relating to the selected one of the fund search option and the reports option to the client computer; and relaying portions of the content relating to the selected one of the fund search option and the reports option to the customer in response to the inquiry, wherein if the request is for the reports option, further comprising: receiving, from the client computer, a report type selection relating a general report format, the report type selection comprising at least one of the following: an exportable spreadsheet type, a single fund HTML type, and a multi-fund HTML type; generating a report of at least one fund consistent with the received report type selection; and displaying the report to the client computer over the computer network.