CREATING INVESTMENT REPORTS FINANCIAL

Brand Owner Address Description
UNITY FINANCIAL REPORTING Confluence Technologies, Inc. 600 RIVER AVENUE PITTSBURGH PA 15212 Creating investment reports and financial statements for others;FINANCIAL REPORTING;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. Accounting and financial analyses are performed for an investment portfolio to produce comprehensive reports on the performance and/or current real net worth of this investment portfolio. These reports are generated in response to a user request that is received over the Internet based on automatically based on security price data retrieved from a real-time security price reporting service and transaction records of the investment portfolio that are retrieved from one or more of the user's trading accounts that are kept at different financial institutions. As a result, a single financial report that is representative of the collective performance of different accounts in different financial institutions can be generated.