A method and system for financial planning are provided. A first financial plan is prepared via a financial planning engine executing on a server for presenting to a customer via a customer interface. A second financial plan is prepared via the financial planning engine for presenting to a financial advisor via an advisor interface.
申请公布号
US2011066474(A1)
申请公布日期
2011.03.17
申请号
US20090625921
申请日期
2009.11.25
申请人
EMERGING INFORMATION SYSTEMS INC.
发明人
OVERMAN, WILLIAM THEODORE;HARDEMAN JAMES LEE;THEMMEN JOEL CRAIG;THIESSEN PAUL JACOB;WALKER, WILLIAM TROY;OGALE DILIP ARUN;CROCKER, ALAN THOMAS
