IP Library › Patent Application 12847944
Patent Application
App. No. 12/847,944

Method and Apparatus for Analyzing Financial Data

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Quick Facts
Patent No.
US None
App. No.
12/847,944
Abstract

A system analyzes multiple financial accounts having a common account holder and identifies a particular attribute, such as interest rate, associated with each of the multiple financial accounts. The system then makes a determination regarding whether an adjustment of funds among the multiple financial accounts would benefit the account holder. If the adjustment of funds would benefit the account holder, then recommending the adjustment of funds to the account holder and offering to perform the recommended adjustment of funds. The system executes the adjustment of funds if the account holder accepts the offer to perform the recommended adjustment of funds.

Claims (5)

1 . A method comprising:

analyzing a plurality of asset accounts having a common account holder;

identifying an attribute associated with each of the plurality of asset accounts; and

determining whether an adjustment of assets among the plurality of assets accounts would benefit the account holder.

2 - 51 . (canceled)

Assignments (2)
RELEASE OF SECURITY INTEREST Recorded Sep 14, 2011
From: WELLS FARGO CAPITAL FINANCE, LLC, AS AGENT
To: CASHEDGE, INC.
Reel/Frame 026902/0570 →
SECURITY AGREEMENT Recorded Jan 11, 2011
From: CASHEDGE INC.
To: WELLS FARGO CAPITAL FINANCE, LLC, FORMERLY KNOWN AS WELLS FARGO FOOTHILL, LLC, AS AGENT
Reel/Frame 025620/0487 →