Systems and methods for performing integrated financial transaction
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United States of America Patent
Stats
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Aug 12, 2003
Grant Date -
May 23, 2002
app pub date -
Nov 9, 1999
filing date -
Nov 9, 1998
priority date (Note) -
Expired
status (Latency Note)
Importance
Abstract
The invention provides a tool kit for a small business owner to manage a plurality of different financial accounts and services and to perform a number of different financial transactions, wherein each of the transactions may involve multiple sub-transactions which occur among different financial service providers. For example, the system provides an integrated package that integrates financial service providers, such as a payroll service provider, a retirement plan service provider, a healthcare service provider or another type of service provider. The system provides one interface to a subscriber and the subscriber can select from the interface a financial transaction to perform, wherein the selected transaction involves a plurality of subtransactions, occurring between the system, and the involved financial service providers.
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