THE MONETAIRE WEALTH MANAGEMENT PLATFORM

摘要

A system and method facilitating financial advice delivery by linking product and service recommendations to objective financial advice. A proprietary Rule Builder Workstation governs all aspects of Wealth Management applications including business/financial advice logic, constants and user interface elements (Figure 2). Business rules controlling content, advice, and presentation format across multiple employee and customer facing applications are written and modified in an environment that enables business usurers to dynamically add or update rules without a new release of the software (Figure 5). A Computational Engine provides an object-oriented software abstraction of complex earnings/expense, balance, sheet and cash-flow modeling through which all quantitative and statistical functions are performed (Figure 6). The software API uniquely encapsulates all attributes of, and relationships among, these processes in a single component.