Patent ID: 7676417

Claim:
A method for the unified management of a plurality of assets allowing collective perusal of the real-time status of transactions and assets held by a user at a plurality of different companies by using a computer network and a unified asset management server, comprising the steps of: a client computer sending a prior notification which requests a financial institution server to send asset information to a unified asset management server; said financial institution server making a determination as to whether or not said prior notification is from said client computer; said financial institution server returning an acknowledgement for said prior notification to said client computer when said prior notification is from said client computer; said client computer making a request to said unified asset management server to update a portfolio after said client computer receives said acknowledgement; said unified asset management server making a request to said financial institution server to perform authentication; said financial institution server providing authentication when said unified asset management server is the server specified in said prior notification from said client computer; said unified asset management server making a request to said financial institution server to send said asset information; said financial institution server sending said asset information to said unified asset management server; said unified asset management server updating a portfolio based on said asset information received; and said unified asset management server sending an updated portfolio to said client computer.