发明名称 Method of performing financial transactions by means of a telecommunication network and a system for implementing the method
摘要 A method (403) of performing financial transactions by means of a telecommunication network comprising a client computer associated with an investor having predetermined assets and a server computer for association with a service center, the method comprising the steps of: transmitting (405), from the server computer to the client computer, a first set of financial quantities associated with a first plurality of investment products which define a first portfolio of the investor, displaying (405) the first set of financial quantities on the client computer, making (406) at least one change to the first set of financial quantities by means of the client computer so as to generate a second set of financial quantities associated with a second plurality of investment products, establishing (408) a second portfolio in a manner correlated with the financial quantities of the second set, and displaying (409), under the control of the client computer, a summarized representation of the first portfolio and a summarized representation of the second portfolio which permit a comparison between the first portfolio and the second portfolio.
申请公布号 US2002156713(A1) 申请公布日期 2002.10.24
申请号 US20020100940 申请日期 2002.03.18
申请人 FUNDSWORLD FINANCIAL SERVICES LIMITED 发明人 GAINI FRANCESCO MARIA
分类号 G06Q40/00;(IPC1-7):G06F17/60 主分类号 G06Q40/00
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