The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Sep. 15, 2020
Filed:
Jul. 13, 2018
Wells Fargo Bank, N.a., San Francisco, CA (US);
Holly Benedict, Davidson, NC (US);
Heather Blanchard, Maple Plain, MN (US);
Karin Geldfeld, San Francisco, CA (US);
Vincent J. Hill, Sr., Harrisburg, PA (US);
Ryan McMahon, San Francisco, CA (US);
Eric Vanderleek, High Ridge, MO (US);
Wells Fargo Bank, N.A., San Francisco, CA (US);
Abstract
A system includes a network interface communicably coupled to a network. The system also includes a profile database communicably coupled to the network interface and configured to store profile information relating to a plurality of advisors, and a matching circuit communicably coupled to the provider database and the network interface. The matching circuit is configured to determine a match comprising a first matched advisor from the plurality of advisors and a second matched advisor from the plurality of advisors based on the profile information by determining that a wealth management practice of the first matched advisor has greater than a threshold probability of benefitting from a partnership with the second matched advisor and to cause profile information relating to the second matched advisor to be transmitted to a mobile device of the first matched advisor via the network.