AU2001241992A1 - System and method for providing financial services to high net worth individuals - Google Patents

System and method for providing financial services to high net worth individuals

Info

Publication number
AU2001241992A1
AU2001241992A1 AU2001241992A AU4199201A AU2001241992A1 AU 2001241992 A1 AU2001241992 A1 AU 2001241992A1 AU 2001241992 A AU2001241992 A AU 2001241992A AU 4199201 A AU4199201 A AU 4199201A AU 2001241992 A1 AU2001241992 A1 AU 2001241992A1
Authority
AU
Australia
Prior art keywords
financial services
net worth
high net
providing financial
worth individuals
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
AU2001241992A
Inventor
Stephen W. Comiskey
Timothy H. Meyers
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Individual
Original Assignee
Individual
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Individual filed Critical Individual
Publication of AU2001241992A1 publication Critical patent/AU2001241992A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/10—Tax strategies

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Finance (AREA)
  • Technology Law (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Economics (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
AU2001241992A 2000-03-08 2001-03-06 System and method for providing financial services to high net worth individuals Abandoned AU2001241992A1 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US09520763 2000-03-08
US09/520,763 US7321870B1 (en) 2000-03-08 2000-03-08 System and method for providing financial services to high net worth individuals
PCT/US2001/007035 WO2001067287A1 (en) 2000-03-08 2001-03-06 System and method for providing financial services to high net worth individuals

Publications (1)

Publication Number Publication Date
AU2001241992A1 true AU2001241992A1 (en) 2001-09-17

Family

ID=24073955

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001241992A Abandoned AU2001241992A1 (en) 2000-03-08 2001-03-06 System and method for providing financial services to high net worth individuals

Country Status (5)

Country Link
US (2) US7321870B1 (en)
EP (1) EP1269343A4 (en)
AU (1) AU2001241992A1 (en)
CA (1) CA2402899A1 (en)
WO (1) WO2001067287A1 (en)

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* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7036072B1 (en) 2001-12-18 2006-04-25 Jgr Acquisition, Inc. Method and apparatus for declarative updating of self-describing, structured documents
US7415669B1 (en) 2001-02-27 2008-08-19 Open Invention Network Method and apparatus for viewing electronic commerce-related documents
US20040083148A1 (en) * 2002-05-13 2004-04-29 Virtualcash, Inc. Software computer application program product whose process, method and system refers, screens, matchs, approves, tracks and transfers prospective potential clients trusts, estates, investment management and other traditional trust products and service accounts whose invention is directed to trust vendors, independent trust companies, state and federal bank trust departments and other financial institutions and professionals
US20090055249A1 (en) * 2007-08-13 2009-02-26 Universal Passage, Inc. Method and system for providing a structured virtual world for advertising and data mining as a part of a marketing and sales program for universal life stage decision support
US20090138335A1 (en) * 2007-08-13 2009-05-28 Universal Passage, Inc. Method and system for providing identity template management as a part of a marketing and sales program for universal life stage decision support
US20090048907A1 (en) * 2007-08-13 2009-02-19 Universal Passage, Inc. Method and system for advertising and data mining as a part of a marketing and sales program for universal critical life stage decision support
US20090048903A1 (en) * 2007-08-13 2009-02-19 Universal Passage, Inc. Method and system for universal life path decision support
US20080208612A1 (en) * 2008-03-24 2008-08-28 James Whisenand Method to develop new high net worth prospects and clients, and to maintain and manage clients and their business derived from the global equestrian community in a cost efficient and competitively enhanced manner for the financial institution
US8190502B2 (en) 2009-05-29 2012-05-29 Ameriprise Financial, Inc. Management of goals and recommendations
US8533017B1 (en) * 2013-02-13 2013-09-10 Fmr Llc Succession planning for registered investment advisors
US10891629B1 (en) 2017-04-28 2021-01-12 Wells Fargo Bank, N.A. Systems and methods for matching a customer with a service representative

Family Cites Families (29)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US4346442A (en) * 1980-07-29 1982-08-24 Merrill Lynch, Pierce, Fenner & Smith Incorporated Securities brokerage-cash management system
US4694397A (en) * 1984-12-27 1987-09-15 The Advest Group, Inc. Banking/brokerage computer interface system
US4742457A (en) * 1985-08-27 1988-05-03 Trans Texas Holdings Corporation System and method of investment management including means to adjust deposit and loan accounts for inflation
US4953085A (en) 1987-04-15 1990-08-28 Proprietary Financial Products, Inc. System for the operation of a financial account
US5644727A (en) * 1987-04-15 1997-07-01 Proprietary Financial Products, Inc. System for the operation and management of one or more financial accounts through the use of a digital communication and computation system for exchange, investment and borrowing
US5231571A (en) 1990-08-14 1993-07-27 Personal Financial Assistant, Inc. Personal financial assistant computer method
US5383113A (en) 1991-07-25 1995-01-17 Checkfree Corporation System and method for electronically providing customer services including payment of bills, financial analysis and loans
US5940811A (en) 1993-08-27 1999-08-17 Affinity Technology Group, Inc. Closed loop financial transaction method and apparatus
US5758257A (en) * 1994-11-29 1998-05-26 Herz; Frederick System and method for scheduling broadcast of and access to video programs and other data using customer profiles
US6058378A (en) 1995-02-22 2000-05-02 Citibank, N.A. Electronic delivery system and method for integrating global financial services
US5774663A (en) 1995-09-05 1998-06-30 Huntington Bancshares, Inc. Personal banker customer management system providing interactive video communication in real time concerning banking information
US6119101A (en) 1996-01-17 2000-09-12 Personal Agents, Inc. Intelligent agents for electronic commerce
US5918207A (en) * 1996-05-01 1999-06-29 Electronic Data Systems Corporation Process and system for predictive resource planning
US5963910A (en) * 1996-09-20 1999-10-05 Ulwick; Anthony W. Computer based process for strategy evaluation and optimization based on customer desired outcomes and predictive metrics
US5933816A (en) 1996-10-31 1999-08-03 Citicorp Development Center, Inc. System and method for delivering financial services
US6085174A (en) * 1997-09-23 2000-07-04 Edelman; Ric Computer assisted and/or implemented process and architecture for administering an investment and/or retirement program
US6324523B1 (en) * 1997-09-30 2001-11-27 Merrill Lynch & Co., Inc. Integrated client relationship management processor
US6021397A (en) 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system
US5918217A (en) 1997-12-10 1999-06-29 Financial Engines, Inc. User interface for a financial advisory system
US6078904A (en) * 1998-03-16 2000-06-20 Saddle Peak Systems Risk direct asset allocation and risk resolved CAPM for optimally allocating investment assets in an investment portfolio
US6349290B1 (en) * 1998-06-30 2002-02-19 Citibank, N.A. Automated system and method for customized and personalized presentation of products and services of a financial institution
US6430542B1 (en) * 1998-08-26 2002-08-06 American Express Financial Corporation Computer-implemented program for financial planning and advice system
US6161098A (en) * 1998-09-14 2000-12-12 Folio (Fn), Inc. Method and apparatus for enabling small investors with a portfolio of securities to manage taxable events within the portfolio
US6360210B1 (en) * 1999-02-12 2002-03-19 Folio Trade Llc Method and system for enabling smaller investors to manage risk in a self-managed portfolio of assets/liabilities
US6338047B1 (en) * 1999-06-24 2002-01-08 Foliofn, Inc. Method and system for investing in a group of investments that are selected based on the aggregated, individual preference of plural investors
US6393412B1 (en) * 1999-09-23 2002-05-21 Peter Deep Method for allowing users to purchase professional services in a private chat room through a service brokerage via the internet
US20030088489A1 (en) * 1999-12-13 2003-05-08 Optimizeusa.Com Automated investment advisory software and method
US7139728B2 (en) * 1999-12-30 2006-11-21 Rod Rigole Systems and methods for online selection of service providers and management of service accounts
AU2001264634A1 (en) * 2000-05-19 2001-12-03 Folio[Fn], Inc. Method and apparatus for analyzing individual and comparative returns on assets

Also Published As

Publication number Publication date
CA2402899A1 (en) 2001-09-13
EP1269343A1 (en) 2003-01-02
US7321870B1 (en) 2008-01-22
EP1269343A4 (en) 2003-05-28
US20080114704A1 (en) 2008-05-15
WO2001067287A1 (en) 2001-09-13

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