System and method for financial planning

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

2006-03-24

2010-10-05

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

07809625

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.

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USAA.com, Welcome to USAA, http://web.archive.org/web/20031006101322/www.usaa.com/secured/cp—login—redirect.asp (Oct. 2003), p. 1.

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