Patent ID: 9747595
Date: 2017-08-29
CPC Classifications: G06Q

Claim:
1. A method for readying client financial data, comprising: receiving a proximity distance; identifying, using a Global Positioning System (GPS) of a first mobile device of a financial professional (FP), a first location of the first mobile device; receiving, at the first mobile device, first GPS coordinates sent from a second mobile device used by a first client of the FP; using the received first GPS coordinates, identifying a first location of the second mobile device; executing, using a processor of the first mobile device, a first determination that a first distance between the first location of the first mobile device and the first location of the second mobile device exceeds the proximity distance; identifying, using the GPS of the first mobile device, a second location of the first mobile device; receiving, at the first mobile device, second GPS coordinates sent from the second mobile device; using the received second GPS coordinates, identifying a second location of the second mobile device; executing, using the processor of the first mobile device, a second determination that a second distance between the second location of the first mobile device and the second location of the second mobile device is within the proximity distance; downloading, by the first mobile device of the FP and in response to identifying the second mobile device used by the first client within the proximity distance, a first financial data item corresponding to the first client, the first financial data item downloaded from a server connected to the first mobile device of the FP by a wireless network; and displaying, to the FP by the first mobile device of the FP, the first financial data item.