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. 05, 2006
Filed:
Sep. 26, 2001
Bernard M. Del Rey, Chicago, IL (US);
Mark R. Sheehan, Middletown, DE (US);
Donald J. Weldon, Jr., West Chester, PA (US);
Bernard M. Del Rey, Chicago, IL (US);
Mark R. Sheehan, Middletown, DE (US);
Donald J. Weldon, Jr., West Chester, PA (US);
JPMorgan Chase Bank, N.A., New York, NY (US);
Abstract
A system for facilitating client and advisor communications which may include a port to an aggregate database of a client's holdings and profile. When servicing or analyzing a client's financial needs, a financial advisor at a call center or other facility may be presented with a screen displaying some or all of the client's accounts, profile or analysis tools, collected via Internet or other sources. Other parties, including the client, may be offered access to the same, similar or related data and the financial advisor's analysis via a Web browser or other interface.