Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or...
Reexamination Certificate
2006-09-05
2006-09-05
Eddy, Elisca Pierre (Department: 3621)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
C705S03600T
Reexamination Certificate
active
07103556
ABSTRACT:
A system for facilitating client and advisor communications which may include a port to an aggregate database of a client's holdings and profile. When servicing or analyzing a client's financial needs, a financial advisor at a call center or other facility may be presented with a screen displaying some or all of the client's accounts, profile or analysis tools, collected via Internet or other sources. Other parties, including the client, may be offered access to the same, similar or related data and the financial advisor's analysis via a Web browser or other interface.
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Del Rey Bernard M.
Sheehan Mark R.
Weldon, Jr. Donald J.
Eddy Elisca Pierre
Hunton & Williams LLP
JPMorgan Chase Bank N.A.
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