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:
Dec. 14, 2021
Filed:
Sep. 14, 2020
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 method includes aggregating profile information corresponding to a plurality of advisors; receiving a search criteria from a first mobile device associated with a first advisor; determining a search result comprising one or more advisors from the plurality of advisors based on the profile information of the one or more advisors meeting the search criteria; receiving an indication of a selection of an advisor of the one or more advisors from the first mobile device; establishing a communication session between the first mobile device associated with the first advisor and a second mobile device associated with the selected advisor; monitoring and analyzing communications between the second mobile device associated with the selected advisor and the first mobile device associated with the first advisor; and generating a partnership agreement to formalize a wealth management business relationship between the first advisor and the selected advisor including the one or more terms.