System and method for aggregate portfolio client support
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United States of America Patent
Stats
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Sep 5, 2006
Grant Date -
Aug 19, 2004
app pub date -
Sep 26, 2001
filing date -
Nov 2, 2000
priority date (Note) -
In Force
status (Latency Note)
Importance
Abstract
A system for facilitating client and advisor communications which may include a port to an aggregate database of a client's holdings and profile. When servicing or analyzing a client's financial needs, a financial advisor at a call center or other facility may be presented with a screen displaying some or all of the client's accounts, profile or analysis tools, collected via Internet or other sources. Other parties, including the client, may be offered access to the same, similar or related data and the financial advisor's analysis via a Web browser or other interface.
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