TRAINING, ANALYSIS, AND COMMUNICATION SYSTEM FOR FINANCIAL PROFESSIONALS AND METHOD OF USE

摘要

A software application for use with mobile computing devices (e.g. smart phones and tablets) by financial planning experts in the field. The software application would be downloaded to the agent's computing device and will have constant communication to a remote server for processing and sending results to the expert's computing device. The expert will hand their computing device to the client who will then use the software application to input data relevant to their financial position. The central server will receive that data and send back alert results which will help to guide the discussion of financial planning.