IntelligentAdvisor™, a contact, calendar, workflow, business method, and intelligence gathering application
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
-
Feb 22, 2011
Grant Date -
Feb 22, 2007
app pub date -
Jul 14, 2006
filing date -
Jul 29, 2005
priority date (Note) -
In Force
status (Latency Note)
Importance
Abstract
The invention is a contact, calendar, workflow, and intelligence gathering application that allows a user, such as a financial advisor to collect, codify and analyze objective and subjective data regarding clients, corporate/institutional accounts, contacts/prospects, financial products and market trends. The invention assists a financial advisor in batch calling, scheduling work, delegating tasks and facilitating associative intellect, allowing a user to test hunches or “wispy thoughts” to discovery client and market trends.
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