Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2000-12-08
2010-12-07
Campen, Kelly (Department: 3691)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S037000, C705S035000
Reexamination Certificate
active
07848984
ABSTRACT:
A common collaboration tool for a financial services client and authorized advisors to work together online through the common tool is provided. The tool enables a scope of authorization to be given to advisors and/or other participants for security and confidentiality reasons. The tool enables advisors (and/or other participants) to access information submitted (or authorized) by the client to collaborate as a cohesive team in sharing information, devising a plan, addressing client's concerns, drafting (or modifying) a document and performing other services for the client.
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Campen Kelly
Collaborate Solutions Inc.
Pillsbury Winthrop Shaw & Pittman LLP
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