A method is disclosed for providing financial functions by an agent for
each of a plurality of clients. One embodiment includes, relating to a
financial function of each client, demonstrating that more than one
activity of the agent can be transparent to the client, receiving
financial information at the agent, creating risk management information
relating to the financial information, analyzing the risk management
information in the context of the financial information, determining an
action based on the analysis, facilitating implementation of an action on
behalf of the client, and communicating with the client one or more
activities of the agent.