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:
Aug. 29, 2017
Filed:
Aug. 31, 2012
Bryan Kyle Tublin, San Francisco, CA (US);
Jeffrey M. Wolfe, Parrish, FL (US);
Eddie James Lucero, Little Elm, TX (US);
Phillip J. Ohme, San Diego, CA (US);
Fielding B. Wilson, Clayton, NC (US);
Robert Milo Keathley, The Hills, TX (US);
Bryan Kyle Tublin, San Francisco, CA (US);
Jeffrey M. Wolfe, Parrish, FL (US);
Eddie James Lucero, Little Elm, TX (US);
Phillip J. Ohme, San Diego, CA (US);
Fielding B. Wilson, Clayton, NC (US);
Robert Milo Keathley, The Hills, TX (US);
Intuit Inc., Mountain View, CA (US);
Abstract
In one embodiment, the invention involves a method for readying client financial data. The method comprises receiving a proximity distance; identifying a location of a mobile device of a financial professional (FP); identifying a location of a first client of the FP within the proximity distance from the location of the mobile device; downloading, by the mobile device and in response to identifying the first client, a first financial data item corresponding to the first client; and displaying, to the FP by the mobile device, the first financial data item.