System and method for providing financial planning and advice

The system facilitates portfolio advising and planning for a client. The system includes a portfolio integration module configured to receive and integrate data, wherein the data includes a client's goals, assets, savings and risk tolerance, wherein the portfolio integration module is further c...

Ausführliche Beschreibung

Bibliographische Detailangaben

Hauptverfasser:	JENSON JODI, LIPINSKI PATTI P, MORAN WILLIAM J, OSTREM LINDA, BROSE GABRIELLA, LEDSON MARK, SCARLATO PATRICIA, VANNEY BETH M
Format:	Patent
Sprache:	eng
Schlagworte:	CALCULATING COMPUTING COUNTING DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES PHYSICS SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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