System and method for providing financial services to high net worth individuals
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
-
Jan 22, 2008
Grant Date -
N/A
app pub date -
Mar 8, 2000
filing date -
Mar 8, 2000
priority date (Note) -
In Force
status (Latency Note)
Importance
Abstract
A system and method for providing financial and other services to high net worth individuals is described. A significant feature is the method for selecting and managing a comprehensive set of service providers for optimal efficiency and effectiveness. The associated system provides a depository for client data, and enhances communication between client, client data, and service providers.
First Claim
Family
International Classification(s)
Cited Art Landscape
Patent Citation Ranking
Advertisement
Advertisement
Advertisement
Recipient Email Address
Recipient Email Address
Comment
Recipient Email Address
Add to Portfolio(s)
To add this patent to one, or more, of your portfolios, simply click the add button.
This Patent is in these Portfolios:
Add to additional portfolios:
Last Refreshed On:
Changes done successfully