MANAGEMENT OF GOALS AND RECOMMENDATIONS

摘要

A particular method includes identifying a financial planning objective for a financial planning client and creating a financial planning goal for the financial planning client based at least in part on the financial planning objective. A financial planning recommendation is associated with the financial planning goal, and data identifying the financial planning goal and the financial planning recommendation is stored in a data store. The method also includes monitoring activity of the financial planning client and at least one other financial planning client to detect a financial planning trend. In response to the detected trend, a financial planning product is selected for potential incorporation into subsequent recommendation(s).