System and method for providing financial services to high...

Details System and method for providing financial services to high... System and method for providing financial services to high...

G - Physics

06

F

G06F 17/00 (2006.01)

Patent

CA 2402899

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.

L'invention concerne un système et un procédé permettant de fournir des services financiers ou d'une autre nature, à des individus à forte valeur nette. L'une des plus importantes caractéristiques de ce procédé consiste à sélectionner et gérer un ensemble complet de fournisseurs de services, en vue d'atteindre un rendement et une efficacité optimales. Ce système associé offre un service d'archives pour les données clients et renforce également la communication entre le client, les données clients et les fournisseurs de services.

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