Financial asset management system

A financial asset management system comprising:

• accounts opened with banks;
• funds provided by fund management companies being connected to the accounts with a network;
• and
• at least one server configured to link the funds of the fund management companies with the accounts of the bank by use of the network,
• wherein the server automatically transfers any of money exceeding a predetermined upper limit amount of deposited money in each of the accounts and money reaching a predetermined accumulation target amount, to a fund arbitrarily selected among the funds provided by the fund management companies, and
• records of a bank transaction using the account and records of a fund transaction caused by the money transferred from the account to the fund are severally recorded as customer information.

A financial asset management system comprising:

• at least one server including a controller;
• at least one client terminal connected to the server and configured to operate the controller;
• a first account which is opened with a bank by the client terminal, the first account being administered by the server;
• a second account which is opened by the client terminal with a fund management company to provide funds, which is administered by the server, and which is interconnected to the first account via a network;
• and
• a storage unit configured to store at least a piece of first information concerning the first account and at least a piece of second information concerning the second account,
• wherein the client terminal operates the first information from the first account via the controller, and
• the client terminal operates the second information via the first account.

A financial asset management server comprising:

• a controller;
• a first account which is opened with and administered by a bank by use of the controller;
• a second account which is opened with a fund management company providing funds, the second account being opened and administered by use of the controller, the second account being interconnected to the first account via a network;
• and
• a storage unit configured to store at least a piece of first information concerning the first account and at least a piece of second information concerning the second account,
• wherein the controller operates the first information from the first account, and
• the controller operates the second information from the first account.