Wireless advisor support and data integration system

Details Wireless advisor support and data integration system Wireless advisor support and data integration system

2011-06-28

2011-06-28

Patel, Jagdish N (Department: 3693)

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

Automated electrical financial or business practice or...

Finance

C705S035000, C705S039000, C705S040000, C705S037000

Reexamination Certificate

active

07970704

ABSTRACT:
In one general aspect, a financial advisor support method is disclosed that includes presenting on a wireless handheld device a list of accounts of different types held by a household entity at different institutions, receiving through the wireless handheld device account selection commands for a selected account in the list presented in the step of presenting, and presenting on the wireless handheld device account information for the selected account in response to the step of receiving.

REFERENCES:
patent: 2002/0027524 (2002-03-01), Pippin
patent: 2002/0095362 (2002-07-01), Masand et al.
patent: 2007/0057763 (2007-03-01), Blattner et al.
patent: 2008/0010196 (2008-01-01), Rackley, III et al.

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