Network and method for delivering active investing services for multiple subscribers

Abstract

A computer-based active investing network and method for gathering processing, displaying and transmitting information including a plurality of terminals linked by a communication system. The terminals are used by subscribers to enter and receive information in a flexibly-structured manner in response to a flexibly-ordered sequence of screens displayed for the purpose of opening and operating a brokerage or other investment account; subscribers can communicate and otherwise access and exchange information through the communication system. A database-server is used for receiving, processing and storing the information from multiple subscribers. The network may also include an communication module that processes information with respect to investment communications; a transaction module which processes information with respect to investment account operation; a securities compliance module for processing information with respect to subscriber qualification and statutory reporting requirements; a bridge program for integrating subscriber-entered information stored in the database with information and services from brokerage and clearing service providers and a bridge program for processing and transmitting information and used in complying with statutory filing and disclosure requirements.

Dependencies are inferred from the claim text.