Method and system for retail investment objective setting
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United States of America Patent
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Aug 19, 2003
Grant Date -
N/A
app pub date -
Feb 3, 2000
filing date -
Aug 16, 1996
priority date (Note) -
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Abstract
This invention describes a method and system for automated assistance with investment decisionmaking. In particular, the invention relates to assisting retail customers with setting investment objectives, modifying those objectives, and making investments, based on the customer's profile, portfolio, and investment preferences. The invention also comprises a system and method for providing a tutorial aspect intended to assist an account representative, through interactive visual aids, with explaining or questions by a user using the investment decisionmaking method and system. The invention also comprises a method and system for system administration of the investment decisionmaking system.
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