PREPARING CONSOLIDATED ACCOUNT STATEMENTS

Brand Owner (click to sort) Address Description
MASTER VIEW Massachusetts Financial Services Company 111 Huntington Avenue Boston MA 02199 preparing consolidated account statements for mutual fund shareholders and broker-dealers, banks, insurance companies and other financial advisers;
MASTER VIEW MFS HELPING INVESTORS MANAGE MONEY SINCE 1924. Massachusetts Financial Services Company 111 Huntington Avenue Boston MA 02199 preparing consolidated account statements for mutual fund shareholders and broker-dealers, banks, insurance companies and other financial advisers;HELPING INVESTORS MANAGE MONEY SINCE 1924.;
MASTER VIEW MFS INVESTMENT MANAGEMENT Massachusetts Financial Services Company 111 Huntington Avenue Boston MA 02199 preparing consolidated account statements for mutual fund shareholders and broker-dealers, banks, insurance companies and other financial advisers;INVESTMENT MANAGEMENT;
PANORAMA MFS HELPING INVESTORS MANAGE MONEY SINCE 1924. Massachusetts Financial Services Company 111 Huntington Avenue Boston MA 02199 preparing consolidated account statements for mutual fund shareholders;HELPING INVESTORS MANAGE MONEY SINCE 1924;
 

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

   
Technical Examples
  1. A computerized banking system for handling dual accounts is disclosed. A bank database has transaction information for number one and two accounts. The computer is programmed to generate separate statements for at least the number two account, which first and second statements are provided to the number two account holder. The number one account holder does not have access to the first statement of transactions to maintain independence and privacy, but only to the second statement including specific fund transactions from said number one account. Communication between the account holders is provided by the computer through wireless devices, and the statements are generated in electronic form. The computerized method comprises related steps.