Methods and systems for providing, via an application service provider model, assistance to financial professionals by enumerating available resources to improve an analysis of a client and an identification of client needs by the financial services professional

摘要

In an application service provider model, a method for enumerating available resources to improve an analysis of a client and an identification of client needs by a financial services professional includes the step of enumerating a plurality of techniques. A network transmission including at least one characteristic associated with a client is received. A subset of the plurality of techniques is enumerated, responsive to the received at least one characteristic. Access is provided across a network to a resource associated with the enumerated subset of techniques.