Financial account management

Details Financial account management Financial account management

2008-10-20

2011-10-11

Borlinghaus, Jason M (Department: 3693)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S035000

Reexamination Certificate

active

08036984

ABSTRACT:
An automated account management system provides a user with the ability to establish rules that dictate how the account management system is to manage the user's accounts. Once the user specifies a set of rules, the system automatically manages multiple accounts across multiple financial institutions in accordance with the user-defined rules. Other features, such as an on-line bill payment system, a money transfer system, and a retirement planning system, may be integrated within the automated account management system to provide the user with even greater control over his or her financial assets.

REFERENCES:
patent: 7117172 (2006-10-01), Black
patent: 2002/0069077 (2002-06-01), Brophy et al.
patent: 2002/0091635 (2002-07-01), Dilip et al.
patent: 2002/0174048 (2002-11-01), Dheer et al.
patent: 2004/0002910 (2004-01-01), Mizukami
patent: 2004/0117407 (2004-06-01), Kumar et al.
patent: 2004/0133876 (2004-07-01), Sproule
Anonymous, Retail sweep porograms, Federal Reserve Bulletin, Nov. 1997, vol .83, Iss. 11, p. 870.

Affiliated with

Also associated with

Rating

Financial account management does not yet have a rating. At this time, there are no reviews or comments for this patent.

If you have personal experience with Financial account management, we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Financial account management will most certainly appreciate the feedback.

Rate now

Comments { 0 }

Profile ID: LFUS-PAI-O-4276009