| SALIENT PARTNERS, L.P. Patent applications |
| Patent application number | Title | Published |
|---|
| 20110078066 | CONSOLIDATED SALES, MARKETING, AND CUSTOMER SUPPORT SYSTEM FOR FINANCIAL PRODUCTS - 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. | 03-31-2011 |
| 20110004569 | AUTOMATED AND CONSOLIDATED FINANCIAL PLANNING AND SERVICES - A machine-readable medium has computer-executable instructions, which when executed by a computer, causes the computer to perform a process comprising accepting investor information, determining an investment plan tailored to the investor based on the investor information, implementing the investment plan, and providing regularly updated reports on the investment plan. | 01-06-2011 |
