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Integrated client relationship management processor

  • US 6,324,523 B1
  • Filed: 09/30/1997
  • Issued: 11/27/2001
  • Est. Priority Date: 09/30/1997
  • Status: Expired due to Term
First Claim
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1. A method of managing a plurality of Account Groups, the method comprising the steps of:

  • (a) defining a plurality of hierarchical tiers based upon an amount of total assets held in an Account Group for the benefit of one or more Account Group holders, (b) linking one or more individual accounts to an Account Group, (c) determining the amount of total assets held in a first Account Group, (d) assigning an initial set of attribute parameters to the first Account Group based upon the amount of total assets held in the Account Group, the attribute parameters specifying at least two of;

    (i) a total number of brokerage trades allowed for the Account Group;

    (ii) a total number of account transactions allowed for the Account Group; and

    (iii) an amount of account service fees to be debited against the Account Group;

    and at least one of;

    (i) one or more financial planning services which the one or more Account Group holders are eligible to receive;

    (ii) one or more account services which the one or more Account Group holders are eligible to receive;

    (iii) one or more financial reports which the one or more Account Group holders are eligible to receive; and

    (iv) a reduction in credit line interest rate applicable to funds borrowed by the one or more Account Group holders; and

    (e) monitoring account transactions and brokerage trades on a periodic and/or repeated basis and, in response thereto, assigning one or more updated attribute parameters to the Account Group.

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