| 摘要 |
<P>PROBLEM TO BE SOLVED: To provide a system and a method for facilitating financial advising and planning for a user. <P>SOLUTION: The system includes a portfolio integration module for facilitating integration of a user's goals, assets, savings, and risk tolerance of a user 101 to facilitate analyzing and developing a customized strategy for financial portfolio planning of the user. A portfolio reconciler module in communication with the portfolio integration module facilitates comparison of the customized strategy to other strategies and projected user financial decisions in order to further facilitate the financial portfolio planning of the user. <P>COPYRIGHT: (C)2007,JPO&INPIT |
