Patents by Inventor David J. Clifford

David J. Clifford has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Consolidated sales, marketing, and customer support system for financial products
    Patent number: 8423449
    Abstract: A method includes accepting financial product information through a provider computer; accepting advisor information and client information; allowing access to a portion of the financial product information, based on the client information, through a client computer; allowing access to another portion of the financial product information not accessible through the client computer, based on the advisor information, through an advisor computer; and tracking and reporting the advisor information and the client information through metrics.
    Type: Grant
    Filed: June 19, 2009
    Date of Patent: April 16, 2013
    Assignee: Salient Partners, L.P.
    Inventors: A. Haag Sherman, David J. Clifford
  • CONSOLIDATED SALES, MARKETING, AND CUSTOMER SUPPORT SYSTEM FOR FINANCIAL PRODUCTS
    Publication number: 20110078066
    Abstract: A method includes accepting financial product information through a provider computer; accepting advisor information and client information; allowing access to a portion of the financial product information, based on the client information, through a client computer; allowing access to another portion of the financial product information not accessible through the client computer, based on the advisor information, through an advisor computer; and tracking and reporting the advisor information and the client information through metrics.
    Type: Application
    Filed: June 19, 2009
    Publication date: March 31, 2011
    Applicant: SALIENT PARTNERS, L.P.
    Inventors: A. Haag Sherman, David J. Clifford