Automated liability management and optimization system

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20040215547A1
SERIAL NO

10832739

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Abstract

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A system and method for optimizing the financial needs of a client. The system has a client data input module for processing the financial information of the client. A quote engine of the system contains a plurality of loan options. The system includes an application server for determining the loan options that optimize the financial needs of the client. In this respect, the application server may have an analysis engine that matches the liabilities of the client with the appropriate loan options. Furthermore, the analysis engine may analyze the client's preferences in order to determine the appropriate loan options.

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Patent Owner(s)

Patent OwnerAddress
FINANCIAL CIRCUIT INC1999 S BASCOM AVENUE CAMPBELL CA 95008

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Makhfi, Pejman San Jose, CA 2 49
Nazari, Amir A Sunnyvale, CA 2 49

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