| 发明名称 |
SYSTEM AND METHOD FOR PROVIDING FINANCIAL SERVICES TO HIGH NET WORTH INDIVIDUALS |
| 摘要 |
<p>A system and method for providing financial and other services to high net worth individuals is described. A significant feature is the method for selecting and managing a comprehensive set of service providers for optimal efficiency and effectiveness. The associated system provides a depository for client data, and enhances communication between client, client data, and service providers.</p> |
| 申请公布号 |
EP1269343(A4) |
申请公布日期 |
2003.05.28 |
| 申请号 |
EP20010913314 |
申请日期 |
2001.03.06 |
| 申请人 |
COMISKEY, STEPHEN W. |
发明人 |
COMISKEY, STEPHEN, W.;MEYERS, TIMOTHY, H. |
| 分类号 |
G06F17/00;G06Q40/00;(IPC1-7):G06F17/00;G06F17/60 |
主分类号 |
G06F17/00 |
| 代理机构 |
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代理人 |
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