ACCREDITED ADVISOR MANAGEMENT SYSTEM

摘要

Systems and methods for an accredited advisor management are provided. First information enabling unique identification of a first advisor may be processed. The first advisor may be matched to a first category of advising services. Input from the first advisor may be processed based at least in part on the first category. Data sources corresponding to accrediting authorities may be selected. Credential information that came electronically from the data sources may be processed. A first set of advisor information may be consolidated at least partially based on the input and on the credential information. A second set of advisor information may be prepared for exposure to advisees. At least part of the second set of advisor information may be transmitted to an end-user communication device.

主权项

1. An accredited advisor management system, comprising:
one or more network interfaces configured to provide access to a network; one or more processors coupled to the one or more network interfaces to facilitate communication with an advisor through the network, the one or more processors to execute instructions to:
process first information enabling unique identification of a first advisor;match the first advisor to a first category from a set of categories of advising services, wherein the first advisor matches one or more categories of the set of categories, the first category representing a first classification of a first set of advising services sharing a first set of common attributes;process input from the first advisor based at least in part on the first category, the input comprising an indication of one or more advising services relating to the first advisor, and an indication of one or more credentials of the first advisor;select one or more data sources based at least in part on the first category, the one or more data sources corresponding to one or more accrediting authorities;process a set of credential information that came electronically from at least one of the one or more data sources, the set of credential information relating to the first advisor and including second information about an accreditation attribute corresponding to the first advisor;consolidate a first set of advisor information at least partially based on the input from the first advisor and on the set of credential information;prepare a second set of advisor information from the first set of advisor information for exposure to advisees;retain the second set of advisor information in a repository;process an indication of a selection of a user-selectable option, the indication of the selection coming via the network from an end-user communication device corresponding to a first advisee; andconsequent to the indication of the selection, retrieve at least part of the second set of advisor information from the repository, and transmit at least the part of the second set of advisor information via the network to the end-user communication device; and one or more storage media coupled to the one or more processors to retain the instructions.