Patents Assigned to Edelman Financial Services, Inc.
  • Computer assisted and/or implemented process and architecture for customer account creation, maintenance and administration for an investment and/or retirement program
    Patent number: 6064986
    Abstract: A computer program product, system or process administer or assist in the administration of resources of a customer for the benefit of a beneficiary. The process includes receiving a request from the customer to administer the resources in accordance with predetermined criteria, and storing customer related data associated with the customer. A network of service providers is formed to assist in the administration of the resources for the customer and provide a variety of economic and/or administrative features and benefits, using a computer.
    Type: Grant
    Filed: January 19, 1999
    Date of Patent: May 16, 2000
    Assignee: Edelman Financial Services, Inc.
    Inventor: Fredric M. Edelman