| 摘要 |
Various computerized servers such as, for example, a computerized server including: a) an interview engine configured to prompt data input pertaining to a user and the user's assets from a user connected to the server; b) an analytic module adapted to apply a set of predetermined rules to said data input, formulate an asset re-allocation suggestion and to output an estimate of potential savings from implementing said asset re-allocation suggestion; and c) a display engine configured to present the estimate to the user are disclosed. |
