US 7,321,870 B1 | ||
System and method for providing financial services to high net worth individuals | ||
Stephen W. Comiskey, 3387 Stephenson Pl., NW, Washington, D.C. 20015-2451 (US); and Timothy H. Meyers, Herndon, Va. (US) | ||
Assigned to Stephen W. Comiskey, Washington, D.C. (US) | ||
Filed on Mar. 08, 2000, as Appl. No. 9/520,763. | ||
Int. Cl. G06Q 40/00 (2006.01) |
U.S. Cl. 705—36R [705/35; 705/36 T] | 18 Claims |
1. A computer implemented method for providing personalized financial services to a client, the computer implemented method
comprising the steps of:
(a) receiving client data from the client comprising at least one client goal and a client portfolio at a depository;
(b) assessing the client portfolio based at least in part on the client goal;
(c) assigning a plurality of services to a plurality of service provider groups, further comprising the steps of:
(i) determining whether each service is needed by the client on a frequent basis;
(ii) determining whether a level of value to the client is above a predetermined level; and
(iii) categorizing the plurality of services into a core service provider group, an affiliated service provider group and
a non-affiliated service provider group, wherein the step of categorizing is based at least in part on the steps of determining
wherein the steps of assessing and assigning are performed at a server; and
(d) providing services in a hierarchical manner from the core service provider group, the affiliated service provider group
and the non-affiliated service provider group in response to the received client data through a display.
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