system and apparatus for creating financial advisory applications and computer readable storage media

摘要

"SYSTEM AND APPARATUS FOR CREATING FINANCIAL ADVISORY APPLICATIONS, AND COMPUTER-READY STORAGE SUPPORT". The present invention is a computer-implemented system and process for easily configuring new financial advisory applications of various services and subapplications to provide uniform advice to consumers, clients, and advisors, regardless of the delivery mechanism used. According to one aspect of the present invention, the system includes at least one client computer having an application program; and at least one financial service in communication with the advisory utility server, wherein each financial service is configured to receive / transmit data to and from the advisory utility server.