Patent ID: 8219473

Claim:
A system for retrieving and displaying financial information, comprising: a central processing unit (CPU); and a storage device coupled to the CPU and having stored there information for configuring the CPU to: retrieve financial information of a customer by connecting over a network to each of two or more unrelated financial institutions, the retrieving including automatically performing a login procedure for at least one of the two or more unrelated financial institutions and also including downloading financial information from each of the two or more unrelated financial institutions, at least one of the two or more unrelated financial institutions storing its financial information in a data format different than at least one other of two or more unrelated financial institutions stores its financial information; for each of two or more unrelated financial institutions, normalize the retrieved financial information into a single normalized data format by assigning each piece of the customer's retrieved financial information to a different position in a stored data model; generate a financial portfolio by aggregating financial information, the aggregating including applying at least one language-processing technique to address one or more missing pieces of financial information; and display at least some of the generated financial portfolio.