Mark W Sheehan

US Patent:

20040162773, Aug 19, 2004

Filed:

Sep 26, 2001

Appl. No.:

09/962217

Inventors:

Bernard Del Rey - Chicago IL, US
Mark Sheehan - Middletown DE, US
Donald Weldon - West Chester PA, US

International Classification:

G06F017/60

US Classification:

705/036000

Abstract:

A system for facilitating client and advisor communications which may include a port to an aggregate database of a client's holdings and profile. When servicing or analyzing a client's financial needs, a financial advisor at a call center or other facility may be presented with a screen displaying some or all of the client's accounts, profile or analysis tools, collected via Internet or other sources. Other parties, including the client, may be offered access to the same, similar or related data and the financial advisor's analysis via a Web browser or other interface.

US Patent:

20060106703, May 18, 2006

Filed:

Nov 18, 2005

Appl. No.:

11/281438

Inventors:

Bernard Del Rey - Chicago IL, US
Mark Sheehan - Middletown DE, US
Donald Weldon - West Chester PA, US

International Classification:

G06Q 40/00

US Classification:

705035000

Abstract:

As system for facilitating client and advisor communications which may include a port to an aggregate database of a client's holdings and profile. When servicing or analyzing a client's financial needs, a financial advisor at a call center or other facility may be presented with a screen displaying some or all of the client's accounts, profile or analysis tools, collected via Internet or other sources. Other parties, including the client, may be offered access to the same, similar or related data and the financial advisor's analysis via a Web browser or other interface.