发明名称 |
Consolidated sales, marketing, and customer support system for financial products |
摘要 |
A method includes accepting financial product information through a provider computer; accepting advisor information and client information; allowing access to a portion of the financial product information, based on the client information, through a client computer; allowing access to another portion of the financial product information not accessible through the client computer, based on the advisor information, through an advisor computer; and tracking and reporting the advisor information and the client information through metrics. |
申请公布号 |
US8423449(B2) |
申请公布日期 |
2013.04.16 |
申请号 |
US20090920189 |
申请日期 |
2009.06.19 |
申请人 |
SHERMAN A. HAAG;CLIFFORD DAVID J.;SALIENT PARTNERS, L.P. |
发明人 |
SHERMAN A. HAAG;CLIFFORD DAVID J. |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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