Is a
Patent attributes
Patent Jurisdiction
Patent Number
Patent Inventor Names
Alejandro M. Pilato0
Date of Patent
June 14, 2011
0Patent Application Number
121376020
Date Filed
June 12, 2008
0Patent Primary Examiner
Patent abstract
A method is disclosed for providing financial functions by an agent for each of a plurality of clients. One embodiment includes, relating to a financial function of each client, demonstrating that more than one activity of the agent can be transparent to the client, receiving financial information at the agent, creating risk management information relating to the financial information, analyzing the risk management information in the context of the financial information, determining an action based on the analysis, facilitating implementation of an action on behalf of the client, and communicating with the client one or more activities of the agent.
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