Patent ID: 7970704

Claim:
A computer-based financial advisor support method implemented with at least some executable instructions stored in a wireless handheld device, comprising: presenting on the wireless handheld device a list of household entities, receiving through a user interface of the wireless handheld device household entity selection commands for a selected household entity in the list of household entities presented in the step of presenting a list of household entities, presenting on a wireless handheld device a list of accounts of different types held by the selected household entity at different institutions, wherein the accounts include investment accounts that hold one or more investment instruments, receiving through a user interface of the wireless handheld device account selection commands for a selected account in the list presented in the step of presenting, and presenting on the wireless handheld device account information for the selected account in response to the step of receiving, wherein the account information is received wirelessly by the wireless handheld device from a server.