Systems and methods for processing and presentation of advisor-related data
US11200541B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Sep 14, 2020 |
| Grant date | Dec 14, 2021 |
| Priority date | — |
| Expiry date | Sep 14, 2040 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q50/01
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method includes aggregating profile information corresponding to a plurality of advisors; receiving a search criteria from a first mobile device associated with a first advisor; determining a search result comprising one or more advisors from the plurality of advisors based on the profile information of the one or more advisors meeting the search criteria; receiving an indication of a selection of an advisor of the one or more advisors from the first mobile device; establishing a communication session between the first mobile device associated with the first advisor and a second mobile device associated with the selected advisor; monitoring and analyzing communications between the second mobile device associated with the selected advisor and the first mobile device associated with the first advisor; and generating a partnership agreement to formalize a wealth management business relationship between the first advisor and the selected advisor including the one or more terms.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.