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Pool-based system for organizing and measuring personalized financial management techniques
Pool-based system for organizing and measuring personalized financial management techniques
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机译:基于池的系统,用于组织和衡量个性化财务管理技术
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摘要
A system and method for a money pools system is presented. The money pools system includes a plurality of financial positions that are allocated to a plurality of pools. A category may be used to contain a grouping of pools. Multiple categories allow a user to view aggregated financial positions that are common to the multiple categories. New pools and categories may be created by a user, a financial institution, and/or a third party. Pool systems may also incorporate pool templates to facilitate the creation of pools. Pool templates may also be shared over a network of interconnected money pool systems.
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