System and Method for Providing Financial services to High Net Worth Individuals
First Claim
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1. A method for providing services, comprising:
- (a) collecting information from a client;
(b) assessing the client'"'"'s needs; and
(c) fulfilling the client'"'"'s needs according to criteria generated during step (b) of assessing, by optimally selecting and providing services from a modifiable group of service providers.
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Abstract
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.
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Citations
57 Claims
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1. A method for providing services, comprising:
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(a) collecting information from a client; (b) assessing the client'"'"'s needs; and (c) fulfilling the client'"'"'s needs according to criteria generated during step (b) of assessing, by optimally selecting and providing services from a modifiable group of service providers. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38)
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39. A system for providing services, comprising :
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a depository of client information; means for obtaining access to the client information; means for coordinating services amongst all related service providers; means for communicating between and amongst service providers and the client; and means for performing analysis related to selectable objectives. - View Dependent Claims (40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52, 53, 54, 55, 56, 57)
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Specification