| 摘要 |
<p>The present invention provides a financial consultant (28) to manage a plurality of customer accounts, which includes a server element (22) that can access and store data within the database (20A through 20C). A server (12) can be a conventional server system that can comprise a computer work station such as a PC compatible computer system. A server (22) can execute an application program that provides the financial consultant (28) with a view (24) or a plurality of views, of the account data of each company that the financial consultant (28) has been authorized to access.</p> |
