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.

Date of Patent:
Jan. 30, 2007

Filed:

Nov. 14, 2000
Applicants:

William Fitzpatrick, Howell, NJ (US);

John Furlong, Plandome, NY (US);

Robert Mauer, Levittown, NY (US);

David Hummelberg, Basking Ridge, NJ (US);

Brian Martone, Hoboken, NJ (US);

Inventors:

William Fitzpatrick, Howell, NJ (US);

John Furlong, Plandome, NY (US);

Robert Mauer, Levittown, NY (US);

David Hummelberg, Basking Ridge, NJ (US);

Brian Martone, Hoboken, NJ (US);

Assignee:

UBS Financial Services, Inc., Weehawken, NJ (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

A browser interface for providing financial services is provided. The interface comprise a toolbar; a menu for presenting one of an application menu and a market data function menu; and at least one view window for presenting information from at least one of an application and a market data function. Also provided is a network based financial service system comprising a client computer having Internet access; a browser interface operable on the client computer, the browser interface having a toolbar, a menu for presenting one of an application menu and a market data function menu, and at least one view window for presenting information from at least one of a financial application and a market data function; and a server having access to a plurality of applications and a plurality of market data functions, the applications and functions being accessible from the browser interface of the Internet access. The interface and system provides timely, proactive financial advice. Users are afforded the opportunity to set and achieve investment goals based on real-time financial data and the ability to access financial applications.


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