| 摘要 |
<P>PROBLEM TO BE SOLVED: To provide a computer-implemented system and method for easily configuring new financial advice applications from various services and sub-applications in order to deliver consistent advice to consumers, clients, and advisors, regardless of the delivery mechanism utilized. <P>SOLUTION: The system includes at least one client computer having an application program implemented thereon; an advice utility server in communication with the client computer and the application program; and at least one financial service in communication with the advice utility server, wherein each financial service is configured to receive data from and transmit data to the advice utility server. <P>COPYRIGHT: (C)2006,JPO&NCIPI |
