Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2008-01-22
2008-01-22
Kalinowski, Alexander (Department: 3691)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S035000, C705S03600T
Reexamination Certificate
active
07321870
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.
REFERENCES:
patent: 4346442 (1982-08-01), Musmanno
patent: 4694397 (1987-09-01), Grant et al.
patent: 5231571 (1993-07-01), D'Agostino
patent: 5383113 (1995-01-01), Kight et al.
patent: 5774663 (1998-06-01), Randle et al.
patent: 5835087 (1998-11-01), Herz et al.
patent: 5890140 (1999-03-01), Clark et al.
patent: 5911136 (1999-06-01), Atkins
patent: 5918207 (1999-06-01), McGovern et al.
patent: 5918217 (1999-06-01), Maggioncalda et al.
patent: 5933816 (1999-08-01), Zeanah et al.
patent: 5940811 (1999-08-01), Norris
patent: 6021397 (2000-02-01), Jones et al.
patent: 6052673 (2000-04-01), Leon et al.
patent: 6064986 (2000-05-01), Edelman
patent: 6115691 (2000-09-01), Ulwick
patent: 6119101 (2000-09-01), Peckover
patent: 6161098 (2000-12-01), Wallman
patent: 6324523 (2001-11-01), Killeen, Jr. et al.
patent: 6338047 (2002-01-01), Wallman
patent: 6349290 (2002-02-01), Horowitz et al.
patent: 6360210 (2002-03-01), Wallman
patent: 6393412 (2002-05-01), Deep
patent: 6405179 (2002-06-01), Rebane
patent: 6430542 (2002-08-01), Moran
patent: WO 01/90997 (2001-11-01), None
Warkenthien, Kristina. Mellon Creates Ultra Family Office Division, Private Asset Management, New York, Mar. 6, 2000.
PNC Advisors to use First Rate Performance to Track After-Tax and Net-of-Fees Performance, Business Wire, New York, Mar. 6, 2000.
Deutsche Asset Management Announces Joint Development Project with Professor Andrew Lo and AlphaSimplex Group, LLC PR Newswire, New York, Mar. 6, 2000.
Canniffe, Mary, Banks roll out red carpet for wealthy private clients, Irish Times, Dublin, Mar. 3, 2000.
Weitzman, Jennifer, Citi Private Bank to Customize Service on Web, American Banker, New York, NY, Mar. 2, 2000.
Baker, Gill, Japan Sony's got yen for Web banking, Bank Technology News, New York, NY, Mar. 2000.
Burke, Jeanne, Cashing in on Wealth Management, Bank Investment Marketing, Feb. 2000, vol. 8, Issue 2, p. 26.
Merrill Lynch webpage copyright year 1999 and year 2000.
Schwab webpage, copyright year 2000.
The VIP FORUM, Family Services, Feb. 2000, Corporate Executive Board.
Bruce Upbin, Forbes, “Old money chasing new”, Jun. 15, 1998.
Katla Sycara and Dajun Zeng, Coordination of Multiple Intelligent Software Agents, International Journal of Cooperative Information Systems, pp. 1-31, no date.
Russ Prince & Karen File, All in the Family Office: The Vast Majority of Family Offices Hire Outside Investment Advisers and th Market is Growing, Financial Planning, Oct. 1, 1998.
Synovus Spoils Wealthy Clients with Family Office Service, Bank Investment Consultant, Sep. 1999, vol. 7, iss. 9, p. 18.
Kristina Warkenthien, Mellon Creates Ultra Family Office Division, Private Asset Management, Mar. 6, 2000.
Trust Company Puts Families Online, Private Asset Management, Oct. 18, 1999.
Rockefeller & Co. web page: www.rockco.com.
Bessemer Trust Company web page: www.bessemer.com.
Jennifer Weitzman, Citi Private Bank to Customize Service on Web, American Banker, Mar. 2, 2000.
U.S. Trust News (visited Jun. 12, 2000) <http://www.ustrust.com
ews050100.htm>.
Citi Welcome (visited Jun. 12, 2000) <http://www.citibank.com/domain
avhome.htm>.
Global Corporates and Institutions (visited Jun. 12, 2000) <http:// www.db.com/central/ver40/index.html>.
S1 Empowering financial institutions to improve their customers' world (visited Jun. 12, 2000) <http://www.s1.com>.
How do you get there? (visited Jun. 12, 2000) <http://morganonline.com/home.html>.
Spotlight (visited Jun.12, 2000) <http://www.ml.com>.
YourWITAN.com (visited Jun.12, 2000) <http://www.yourwitan.com/home.html>.
VIP Private Capital (visited Jun. 12, 2000) <http://www.vipprivatecapital.com/home.html>.
Overview (visited Jun. 12, 2000) <http://www.bessemer.com/WebSite/Content/Wealth.../WealthManagement.asp6/12/00&Graphic=WealthManagement>.
Financial Navigator International (visited Jun. 12, 2000) <http://www.finnav.com>.
Financeware.com (visited Jun. 12, 2000) <http://fplanauditors.com/default.asp>.
The Burgiss Group (visited Jun. 12, 2000) <http://www.burgiss.com>.
FMC Financial Models (visited Jun. 12, 2000) <http://www.fmco.com/fmc
oframes/index.htm>.
Solutions for (visited Jun. 12, 2000)<http://www.bankofny.com>.
Market Snapshot: Stocks look to data for direction (visited Jun. 12, 2000) <http://www.quicken.com>.
UBS (visited Jun. 12, 2000) <http://www.ubs.com/e/private—clients.html>.
Sanwa Internet Banking 2000 (visited Jun. 12, 2000) <http://www.sanwabank.co.J. P. Sumner, Esq./contents.html>.
Financial Service Department (visited Jun. 12, 2000) <http://www.rsco.com/financial—services/priv—client—svcs.htm>.
Private Banking Services (visited Jun.12, 2000) <http://www.fleet.com/bkpppb.html>.
PNC Advisors (visited Jun. 12, 2000) <http://www.pncadvisors.com/index.cfm>.
Northern Trust (visited Jun. 12, 2000) <http://www.northerntrust.com/personal—services/index.html>.
Mellon Private Banking (visited Jun. 12, 2000) <http://www.mellon.com/personal/private>.
Julius Baer—The Fine Art of Private Banking (visited Jun.12, 2000) <http://www.juliusbaer.com/priv—bank/r2.html>.
PCT-International Search Report, International Application No. PCT/US01/07035, Mar. 6, 2001.
myCFO.com (visited Mar. 6, 2000) <http://www.mycfo.com>.
Goldman Sachs Asset Management (visited Mar. 6, 2000) <http://www.goldman.co.jp/funds/ABOUT/aboutgsam.html>.
Standard & Poor's Personal Wealth Services (visited Mar. 3, 2000) <http:// www.personal wealth.com>.
Wilson HTM (visited Mar. 3, 2000) <http://www.wilsonhtm.com.au/services/professional—invenstment.cfm>.
Batchelor, Frechette, McCrory, Michael & Co (visited Mar. 3, 2000) <http://www.bfmmcpa.com/pwg.html>.
Quest Financial Services (visited Mar. 3, 2000) <http://www.questfs.co.uk/quest.htm>.
PriVest Bank (visited Mar. 3, 2000) <http://www.privest.com/persserv.htm>.
Ford Financial Associated (visited Mar. 3, 2000) <http://www.fordfinancialassoc.com/about.htm>.
Kedre D. Mellor, CPA/PFS (visited Mar. 3, 2000) <http://www.dwp.bigplanet.com/kmellocrcpapfs/pages/view/vpmaview.nhtml?key=Services>.
Fleet Private Clients Group (visited Mar. 3, 2000) <http://www.fleet.com/afcpis.html>.
Middlefield Private Client Services (visited Mar. 3, 2000) <http://www.middlefield.com/pcs.htm>.
JP Morgan Online (visited Mar. 23, 2000) <http://www.jpmorgan.com/corpinfo/ Press Releases/2000/03132000-Morgan Online.htm>.
Quicken (visited Mar. 23, 2000) <http://www.quicken.com>.
Comiskey Stephen W.
Meyers Timothy H.
Charles Debra F
Comiskey Stephen W.
Hunton & Williams LLP
Kalinowski Alexander
LandOfFree
System and method for providing financial services to high... does not yet have a rating. At this time, there are no reviews or comments for this patent.
If you have personal experience with System and method for providing financial services to high..., we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and System and method for providing financial services to high... will most certainly appreciate the feedback.
Profile ID: LFUS-PAI-O-2795255