COMPUTER-BASED SYSTEM FOR USE IN PROVIDING ADVISORY SERVICES
First Claim
1. A computer-based system to facilitate providing advisory services to clients, comprising:
- a server, computer having a tangible computing processor, the processor in data communication with a non-transitory computer memory that stores instructions which, when executed on the processor, implement;
a data accumulation engine operable to accept user information of at least one user, client information of a plurality of clients of the user, and a plurality of user-defined tags, the data accumulation engine operable to accumulate data pertaining to the user'"'"'s clients in accordance with the tags;
a filtering engine operable to filter the data; and
a services engine for use in providing at least one service targeted to at least one client based on the filtered data;
the server computer including a network interface in data communication with a network communicatively coupled to a user display device operable to present the filtered data.
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Accused Products
Abstract
A computer-based system to facilitate providing advisory services to clients, comprising a networked server computer having a data accumulation engine that accepts user information, client information of clients of the users, and a plurality of user-defined tags. The data accumulation engine is operable to accumulate data regarding actions of the user and information associated with the user'"'"'s clients in accordance with the clients'"'"' respective associated tags. The server also has a filtering engine that filters the data responsive to user requests; and a service engine for use in providing services targeted to clients based on the filtered data.
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Citations
20 Claims
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1. A computer-based system to facilitate providing advisory services to clients, comprising:
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a server, computer having a tangible computing processor, the processor in data communication with a non-transitory computer memory that stores instructions which, when executed on the processor, implement; a data accumulation engine operable to accept user information of at least one user, client information of a plurality of clients of the user, and a plurality of user-defined tags, the data accumulation engine operable to accumulate data pertaining to the user'"'"'s clients in accordance with the tags; a filtering engine operable to filter the data; and a services engine for use in providing at least one service targeted to at least one client based on the filtered data; the server computer including a network interface in data communication with a network communicatively coupled to a user display device operable to present the filtered data. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A method of facilitating providing advisory services to clients, comprising:
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accepting, by a data accumulation engine implemented by a server computer having a tangible computing processor, the processor in data communication with a non-transitory computer memory storing instructions executable on the processor, user information of at least one user, client information of a plurality of clients of the user, and a plurality of user-defined tags, the data accumulation engine operable to accumulate data pertaining to the user'"'"'s clients in accordance with the tags; filtering the accumulated data by a filtering engine implemented by the server computer; and providing at least one service targeted to at least one client based on the filtered data using a services engine implemented by the server computer; the server computer including a network interface in data communication with a network communicatively coupled to a user display device operable to present the filtered data. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
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Specification