| 摘要 |
An Internet facilitated account service (704) that delivers separate accounts services to clients (200) over the Internet is provided. The service provides separate account services using an Internet e-broker (812). The service provides money managers (808) that may be associated with different broker services. A software implemented operating system for facilitating data transfer through a computer network, such as the Internet, between clients, ebrokers, and money managers is provided. The operating system has a logic engine is for switching information between at least two of the clients, ebrokers, and money managers. A separate accounts service that provides improved transaction reporting between the service, managers, brokers, and clients is provided. A linked investment policy statement is used in providing separate accounts services is provided. A client is provided with an interactive questionnaire over the Internet. The interactive questionnaire uses the client's answers to determine which questions should be provided to the client. An online account review is provided for separate accounts services is provided. An online separate accounts system which allows improved communications is provided. An automated request for proposal or request for information system is provided. An ebroker (812), which provides separate account type of ebrokerage account is provided. An online brokerage account, which allows a money manager to place trades for the brokerage account and collect payment from the brokerage account is provided. |
