System and method for financial planning

Details System and method for financial planning System and method for financial planning

2011-08-09

2011-08-09

Havan, Thu Thao (Department: 3695)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S037000

Reexamination Certificate

active

07996294

ABSTRACT:
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.

REFERENCES:
patent: 2002/0019791 (2002-02-01), Goss et al.
patent: 2002/0194115 (2002-12-01), Nordlicht et al.

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