| 摘要 |
Aspects of the present disclosure are directed to a method and system for customers with an account associated with a financial entity to access their accounts and stay on top of one or more financial markets. In accordance with one or more aspects of the present disclosure, customers can review balances, and review holdings. Customers also can stay on top of trades and transactions while still being mobile, e.g., on the go utilizing a handheld computing device. Customers may utilize one or more aspects of the present disclosure to review research reports as well as third-party ratings for potential financial transactions. Customers may receive up-to-the-minute news on one or more financial markets, including real-time quotes, in addition to the ability to see only those research reports, third-party ratings, news on financial markets, and/or particular assets, that the customer has customized to see. |
| 主权项 |
1. A handheld computing apparatus comprising:
a display for displaying a user interface including a plurality of windows; at least one processor; and at least one memory having stored therein computer executable instructions, that when executed by the at least one processor, cause the handheld computing apparatus to:
identify access to an application of an entity, the application having a function implementing communication between an individual and an advisor associated with the entity via a communication session, the application launched and executing on the handheld computing apparatus, wherein the communication is through the application and independent of browser applications on the handheld computing apparatus, wherein the application is stored in the at least one memory, wherein the application further includes the user interface displayed on the display of the handheld computing apparatus, and wherein the plurality of windows of the user interface includes a first plurality of windows and a second plurality of windows;receive a request from the individual to access details of at least one asset of the individual through the application, the asset associated with the entity;responsive to the request, output, to the user interface, the access details of the at least one asset in the first plurality of windows;receive a first input from the individual representative of initiation of the communication session between the individual and the advisor of the individual through the application in the second plurality of windows while displaying the access details of the at least one asset in the first plurality of windows, wherein the communication session is configured to permit collaboration within the communication session between the individual and the advisor of the individual through the application, and wherein the first plurality of windows and the second plurality of windows are simultaneously displayed in the user interface of the application;responsive to the first input, receive a second input within the communication session from the individual, the second input representative of a communication from the individual to the advisor about the at least one asset in the second plurality of windows while displaying the access details of the at least one asset in the first plurality of windows;responsive to the second input, receive a third input within the communication session from the advisor, the third input representative of a response from the advisor to the individual about the at least one asset in the second plurality of windows while displaying the access details of the at least one asset of the individual in the first plurality of windows;responsive to the third input, output, to the display, the response within the communication session from the advisor to the individual about the at least one asset in the second plurality of windows while displaying the access details of the at least one asset in the first plurality of windows. |
