| 摘要 |
System comprising a set of interconnected processors for managing the delivery of financial advisory services. In one embodiment, the system manages activities and workflows for a plurality of clients over a financial planning period. The financial planning period may comprise a calendar year, which may be divided into distinct seasonal portions, each with a predetermined, specific focus on a financial topic or grouping of topics. Workflow of the firm may be controlled by utilizing a plurality of processors to automate workflow handling. A first processor is used for individual client scheduling, a second processor aggregates the appointments, calculates utilization metrics based thereon, and a third processor generates reports, providing feedback to modulate input into the first processor. |
