Investment portfolio management and financial transaction tool

摘要

Disclosed is a system (10) for digital communications between at least a first financial institution (18), a data provider (16) and a user (12). The communication between the data provider (16) and the at least one financial institution (18) is secure and credentialed and is used for the user (12) to transfer digital data representative of elements of an investment portfolio. The system (10) is in communication with at least a second financial institution (20), whereby the data provider (16) can engage in a transaction to move at least selected ones of the elements from the first financial institution (18) to the second financial institution (20).