RISK-BASED EVALUATION OF FINANCIAL ADVISORS
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United States of America Patent
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Issued Date -
Apr 11, 2013
app pub date -
Oct 5, 2011
filing date -
Oct 5, 2011
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Abstract
A particular method includes selecting a financial advisor from a plurality of financial advisors. The selected financial advisor has a plurality of financial advising relationships with a plurality of clients. The financial advising relationships are automatically evaluated based on a plurality of risk assessment rules. A relationship risk score for each of the financial advising relationships is computed.
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