PERSONAL LIFE MANAGER (PLM) SYSTEM AND METHOD

摘要

A system and method perform personal life management (PLM). A three-dimensional filtering method in combination with an interface performs three types of selectable filtering criteria: an application type, an asset or asset class, and contextual filter corresponding to a selected application type and/or asset or asset class. Summaries of data, operation, and notification entry points are displayed for use by a user in accordance with selected application, asset, and contextual filters. Available applications include property management applications enabling remote access and control of systems installed on a premises, as well as management of personal property, tangible assets, intangible assets and financial assets. An application enabling valuation and control of complex financial assets is also disclosed as part of the PLM application.