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:
Oct. 23, 2012
Filed:
Sep. 05, 2008
Michael Peter Polcari, San Francisco, CA (US);
Rowland W. Yerkes, San Ramon, CA (US);
Ryan Choi, Foster City, CA (US);
Ronald Vance Hess, Monte Sereno, CA (US);
Michael Peter Polcari, San Francisco, CA (US);
Rowland W. Yerkes, San Ramon, CA (US);
Ryan Choi, Foster City, CA (US);
Ronald Vance Hess, Monte Sereno, CA (US);
salesforce.com, inc., San Francisco, CA (US);
Abstract
In accordance with embodiments, there are provided mechanisms and methods for wealth management. These mechanisms and methods for wealth management can enable embodiments to provide a multi-tenant database that stores information about clients of the tenants. In a multi-tenant database, a system for managing financial accounts is established, which may be useful for a tenant that is a financial analyst or that employs financial analysts. The multi-tenant database may include a calendar application that automatically includes the team members associated with the event being scheduled in a list of invitees, and the multi-tenant database may also includes relationship groups, such that information about related individuals (whom may have separate accounts) are automatically associated with one another. The ability of embodiments that provide relationship groups and teams can enable efficiently gathering information about related parties and efficiently inviting that interested parties to an event.