System and method for financial planning
Disclosed are systems and methods for financial planning. The systems and methods communicate with a customer and provide a financial planning service for use with at least one financial planning product by collecting data from a customer using a structured data collection form which is dynamically...
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| Hauptverfasser: | , , |
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| Format: | Patent |
| Sprache: | eng |
| Online-Zugang: | Volltext bestellen |
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| Zusammenfassung: | Disclosed are systems and methods for financial planning. The systems and methods communicate with a customer and provide a financial planning service for use with at least one financial planning product by collecting data from a customer using a structured data collection form which is dynamically modified based on the financial product selected, the data provided by the customer, and data relating to the customer that is retrieved from a database. |
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