Computer assisted and/or implemented process and architecture for customer account creation, maintenance and administration for an investment and/or retirement program
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
-
May 16, 2000
Issued Date -
N/A
app pub date -
Jan 19, 1999
filing date -
Sep 23, 1997
priority date (Note) -
In Force
status (Latency Note)
Importance
Abstract
A computer program product, system or process administer or assist in the administration of resources of a customer for the benefit of a beneficiary. The process includes receiving a request from the customer to administer the resources in accordance with predetermined criteria, and storing customer related data associated with the customer. A network of service providers is formed to assist in the administration of the resources for the customer and provide a variety of economic and/or administrative features and benefits, using a computer.
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