Patents Assigned to Wealth Management Systems, Inc.
  • Publication number: 20060293984
    Abstract: An apparatus for and a method of an electronic middleware interface consisting of communication interfaces designed to transfer data between financial record keeping systems and new account opening applications is presented. A retirement savings plan (RSP) administrator computer server communicates via the electronic middleware communication interfaces to a Rollover Solutions Network (RSN) application computer server to communicate financial savings plan participant data. The RSN application computer server utilizes the participant data to contact a financial service provider (FSP) computer server to identify the participant retirement accounts for rollover purposes. Alternatively, the RSN application computer server can contact the FSP computer server to open a new retirement account.
    Type: Application
    Filed: June 27, 2005
    Publication date: December 28, 2006
    Applicant: Wealth Management Systems, Inc.
    Inventors: Tom Loch, Wilker Bruce, Michael Marr