Systems of linking multiple entities to multiple accounts

摘要

A customer database is provided that enables entities, such as individuals and/or organizations to be represented and linked to multiple financial accounts (78, 80, 82, 84) of different types and linked to each other. Associated with these links are "permissions" that enable or disable actions that can be performed on particular accounts by the accessing entity. Multiple entities (74 and 76) can be linked (86 and 88) to multiple accounts to support both retail and advisor-based relationships simultaneously. Additionally, details such as addresses, telephone numbers, and the like are linked to entities and not to individual accounts, so that changes made to the details are made only once and automatically reflected in the linked accounts.