System and method for aggregate portfolio client support
First Claim
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1. A method for facilitating an exchange of information between at least one client and at least one advisor, the method comprising the steps of:
- accessing client data wherein the client data comprises an associated account portfolio and a client profile;
retrieving aggregated data from an aggregate database wherein the aggregated data is related to the associated account portfolio and wherein the associated account portfolio comprises account data from a plurality of accounts from a combination of independent sources;
analyzing the retrieved aggregated data in accordance with the client profile;
enriching the analyzed retrieved aggregated data by graphically displaying one or more of performance data, accuracy data, pricing data, benchmark data and historical data associated with the associated account portfolio; and
communicating the analyzed retrieved aggregated data between the at least one client and the at least one advisor to enable the at least one client and the at least one advisor to collaborate on the analyzed retrieved aggregated data via an online interface over the Internet;
wherein the at least one client and the at least one advisor interact jointly with at least each other to access and exchange information related to the analyzed retrieved aggregated data;
wherein the at least one advisor is a human advisor.
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Abstract
A system for facilitating client and advisor communications which may include a port to an aggregate database of a client'"'"'s holdings and profile. When servicing or analyzing a client'"'"'s financial needs, a financial advisor at a call center or other facility may be presented with a screen displaying some or all of the client'"'"'s accounts, profile or analysis tools, collected via Internet or other sources. Other parties, including the client, may be offered access to the same, similar or related data and the financial advisor'"'"'s analysis via a Web browser or other interface.
266 Citations
18 Claims
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1. A method for facilitating an exchange of information between at least one client and at least one advisor, the method comprising the steps of:
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accessing client data wherein the client data comprises an associated account portfolio and a client profile; retrieving aggregated data from an aggregate database wherein the aggregated data is related to the associated account portfolio and wherein the associated account portfolio comprises account data from a plurality of accounts from a combination of independent sources; analyzing the retrieved aggregated data in accordance with the client profile; enriching the analyzed retrieved aggregated data by graphically displaying one or more of performance data, accuracy data, pricing data, benchmark data and historical data associated with the associated account portfolio; and communicating the analyzed retrieved aggregated data between the at least one client and the at least one advisor to enable the at least one client and the at least one advisor to collaborate on the analyzed retrieved aggregated data via an online interface over the Internet; wherein the at least one client and the at least one advisor interact jointly with at least each other to access and exchange information related to the analyzed retrieved aggregated data; wherein the at least one advisor is a human advisor. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 13, 14, 15, 16, 17, 18)
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9. A method for facilitating an exchange of information between at least one client and at least one advisor, the method comprising the steps of:
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accessing client data wherein the client data comprises an associated account portfolio and a client profile; retrieving aggregated data from an aggregate database wherein the aggregated data is related to the associated account portfolio and wherein the associated account portfolio comprises account data from a plurality of accounts from a combination of independent sources; analyzing the retrieved aggregated data in accordance with the client profile; and communicating the analyzed retrieved aggregated data between the at least one client and the at least one advisor to enable the at least one client and the at least one advisor to collaborate on the analyzed retrieved aggregated data via an online interface over the Internet; enabling the retrieval of personalized client account data from a personalized client portal wherein the account data contains information posted by the at least one advisor; wherein the at least one client and the at least one advisor interact jointly with at least each other to access and exchange information related to the analyzed retrieved aggregated data; wherein the at least one advisor is a human advisor.
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10. A system for facilitating an exchange of information between at least one client and at least one advisor, the system comprising:
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an access module for accessing client data wherein the client data comprises an associated account portfolio and a client profile; a retrieving module for retrieving aggregated data from an aggregate database wherein the aggregated data is related to the associated account portfolio and wherein the associated account portfolio comprises account data from a plurality of accounts from a combination of independent sources; an analysis module for analyzing the retrieved aggregated data in accordance with the client profile; and a communication module for communicating the analyzed retrieved aggregated data between the at least one client and the at least one advisor to enable the at least one client and the at least one advisor to collaborate on the analyzed retrieved aggregated data via an online interface over the Internet; wherein the at least one client and the at least one advisor interact jointly with at least each other to access and exchange information related to the analyzed retrieved aggregated data; wherein the at least one advisor is a human advisor; and wherein the analyzed retrieved aggregated data is enriched by graphically displaying one or more of performance data, accuracy data, pricing data, benchmark data and historical data associated with the associated account portfolio. - View Dependent Claims (11, 12)
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Specification