AU9288701A - Investment referral system and method - Google Patents

Investment referral system and method

Info

Publication number
AU9288701A
AU9288701A AU9288701A AU9288701A AU9288701A AU 9288701 A AU9288701 A AU 9288701A AU 9288701 A AU9288701 A AU 9288701A AU 9288701 A AU9288701 A AU 9288701A AU 9288701 A AU9288701 A AU 9288701A
Authority
AU
Australia
Prior art keywords
investment
referral system
referral
investment referral
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.)
Pending
Application number
AU9288701A
Inventor
Jonathan Wolfson
Neil Goldman
Christopher Reitzel
Jeremy Kirsch
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.)
INVESTORTREE COM Inc
Original Assignee
INVESTORTREE COM Inc
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 INVESTORTREE COM Inc filed Critical INVESTORTREE COM Inc
Publication of AU9288701A publication Critical patent/AU9288701A/en
Pending 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
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management

Landscapes

  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Strategic Management (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Data Mining & Analysis (AREA)
  • Quality & Reliability (AREA)
  • Tourism & Hospitality (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
AU9288701A 2000-09-22 2001-09-20 Investment referral system and method Pending AU9288701A (en)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US66882800A 2000-09-22 2000-09-22
PCT/US2001/029494 WO2002025404A2 (en) 2000-09-22 2001-09-20 Investment referral system and method

Publications (1)

Publication Number Publication Date
AU9288701A true AU9288701A (en) 2002-04-02

Family

ID=24683893

Family Applications (1)

Application Number Title Priority Date Filing Date
AU9288701A Pending AU9288701A (en) 2000-09-22 2001-09-20 Investment referral system and method

Country Status (2)

Country Link
AU (1) AU9288701A (en)
WO (1) WO2002025404A2 (en)

Families Citing this family (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20150026032A1 (en) * 2013-07-17 2015-01-22 Perfectna Market trading
WO2019107577A1 (en) * 2017-11-28 2019-06-06 (주) 더재무컨설팅 System for providing customized financial consulting service on basis of financial consumer's asset information collected through open apis
US10637900B2 (en) 2017-12-08 2020-04-28 Beatrice T. O'Brien Computerized network system for initiating, facilitating, auditing, and managing communications and documents involving professional expertise
US11232403B2 (en) 2017-12-08 2022-01-25 Beatrice T. O'Brien Computerized network system for initiating, facilitating, auditing, and managing communications and documents involving professional expertise

Family Cites Families (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5704045A (en) * 1995-01-09 1997-12-30 King; Douglas L. System and method of risk transfer and risk diversification including means to assure with assurance of timely payment and segregation of the interests of capital

Also Published As

Publication number Publication date
WO2002025404A3 (en) 2002-07-04
WO2002025404A2 (en) 2002-03-28

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