发明名称 |
System and method for financial planning |
摘要 |
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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申请公布号 |
US7809625(B1) |
申请公布日期 |
2010.10.05 |
申请号 |
US20060388421 |
申请日期 |
2006.03.24 |
申请人 |
UNITED SERVICES AUTOMOBILE ASSOCIATION |
发明人 |
THURMOND THOMAS ALFRED;BENAVIDEZ, II BALDEMAR;PACHECO ROBERT ANTHONY |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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