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:
Jan. 06, 2009
Filed:
Nov. 14, 2000
Roberta L. Patnode, St. Paul, MN (US);
James Richard Geppert, St. Paul, MN (US);
David Hoyt, Minneapolis, MN (US);
Roberta L. Patnode, St. Paul, MN (US);
James Richard Geppert, St. Paul, MN (US);
David Hoyt, Minneapolis, MN (US);
Ameriprise Financial, Inc., Minneapolis, MN (US);
Abstract
The present invention is a computer-implemented system and method for easily configuring new financial advice applications from various services and sub-applications in order to deliver consistent advice to consumers, clients, and advisors, regardless of the delivery mechanism utilized. In accordance with one aspect of the present invention, the system includes at least one client computer having an application program implemented thereon; an advice utility server in communication with the client computer and the application program; and at least one financial service in communication with the advice utility server, wherein each financial service is configured to receive/transmit data from/to the advice utility server.