Interactive systems and methods for supporting financial planning related activities
US8892467B1 · kind B1 · utility
65Cited by
67References
19Claims
0Family size
Assignee
Inventor
Key dates
| Filing date | Jun 21, 2012 |
| Grant date | Nov 18, 2014 |
| Priority date | — |
| Expiry date | Jun 21, 2032 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/00
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
An interactive financial tool is disclosed for assisting agents such as, for example, insurance professionals, estate planners, financial planners, and the like in performing activities such as, for example, marketing products or services to new or existing clients, managing client relationships, prospecting for new clients, and the like.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.