发明名称 Computerized system for providing offshore investment services
摘要 A computer-based system and method for displaying, processing, and manipulating information relating to offshore investments is provided which includes the steps of receiving, as input, over a global information network (such as the Internet), identification information regarding an offshore investment vehicle of interest and retrieving, from a first database (623), vehicle-information regarding the offshore investment vehicle. The vehicle-information includes all applicable fees, commissions, bonuses, income, and withdrawals for the vehicle, and also identifies each underlying asset of the vehicle (625, 626). The underlying assets of an offshore investment vehicle may include, for example, stocks (630), bonds, cash (624) and mutual funds. The system then retrieves, from a second database, asset-value-information regarding a current value of each of the underlying assets. The second database may include, for example, a real time financial data feed (625). Then, in response to a user input over the global information network, the system selectively generates and displays a current valuation of the vehicle (608) as a function of the information retrieved from the first and second databases. Preferably, the system can also selectively generate and display a projected future valuation of the vehicle as a function of the information retrieved from the first and second databases.
申请公布号 AU3506000(A) 申请公布日期 2001.09.12
申请号 AU20000035060 申请日期 2000.02.29
申请人 EXXACTLY. COM, LTD. 发明人 SHERRY KAGAN SEGAL;GEOFFREY M. CLEIN;ELLIOT M. GOLDSTEIN
分类号 G06Q40/00 主分类号 G06Q40/00
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