Method and apparatus for providing account information

A system for providing customized account information to remotely located parties comprising:

• a first database which contains data which includes account information;
• a second database which includes account information relating to particular accounts, wherein the account information is employable to access data in the first database and to restrict access to the customized account information for each of the particular accounts;
• a rules repository within which are stored a plurality of aggregation rules and a plurality of opportunity rules;
• a scheduler configured to periodically schedule generation of a plurality portfolios which include account information;
• a portfolio generator configured to automatically perform a search of the first and second databases to generate the plurality of portfolios in a periodic fashion according to a schedule provided by the scheduler, where the portfolio includes compiled portions of the account information for each account, and the plurality of aggregation rules are further employed by the portfolio generator to identify selected data objects in the account information;
• the portfolio generator being further configured to determine if any of the selected data objects fall within one of more of the plurality of opportunity rules and identifying opportunity data objects,
• the portfolio generator being further configured and to store the portfolios in a location accessible over a data network;
• and
• an external interface employable to access and download the portfolios over a data network.