CONSOLIDATED SALES, MARKETING, AND CUSTOMER SUPPORT SYSTEM FOR FINANCIAL PRODUCTS

摘要

A method includes accepting financial product information through a provider computer; accepting advisor information and client information; allowing access to a portion of the financial product information, based on the client information, through a client computer; allowing access to another portion of the financial product information not accessible through the client computer, based on the advisor information, through an advisor computer; and tracking and reporting the advisor information and the client information through metrics.