COMMUNICATION INTERFACE FOR A FINANCIAL MODELING AND COUNSELING SYSTEM

摘要

The present invention provides a communication medium for a financial modeling and counseling system between a user and live advisor. A user interface provides various communication options for the user to select from. The options include voice, talk, video, clips, email and chat as well direct access by a stand alone telephone. With most option the user and the live advisor have access to a collaborative medium where they can share data.