System and method for remote collection of data
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United States of America Patent
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Jan 1, 2008
Grant Date -
Jun 23, 2005
app pub date -
Jul 30, 2004
filing date -
Jul 30, 2003
priority date (Note) -
In Force
status (Latency Note)
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Abstract
A system and method for managing electronic forms data, and financial advise applications is provided. Financial advisors may be equipped with portable computing devices, such as a laptop or tablet PC to provide customers in-field support through the use of financial advise applications, customer data and electronic forms. Further, the invention provides a means for applications, data and forms to be synchronized with the various computing systems of a financial services company's computing center. Such synchronization enables in-field financial advisors to work remotely yet have most of the tools and functionality provided for by the systems of the computing center.
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