Systems and methods for creating financial advice applications

Details Systems and methods for creating financial advice applications Systems and methods for creating financial advice applications

G - Physics

06

Q

G06Q 30/00 (2006.01)

Patent

CA 2391557

The present invention is a computer-implemented system and method for easily configuring new financial advice applications from various services and sub- applications in order to deliver consistent advice to consumers, clients, and advisors, regardless of the delivery mechanism utilized. In accordance with one aspect of the present invention, the system includes at least one client computer having an application program implemented thereon; an advice utility server in communication with the client computer and the application program; and at least one financial service in communication with the advice utility server, wherein each financial service is configured to receive / transmit data from / to the advice utility server.

L'invention concerne un système réalisé sur ordinateur et un procédé pour la configuration aisée de nouvelles applications de conseil financier à partir de divers services et sous-applications afin de fournir un conseil cohérent aux consommateurs, clients et conseillers, indépendamment du mécanisme de conduite utilisé. Selon un mode de réalisation de l'invention, le système comprend au moins un ordinateur client sur lequel est installé un programme d'application, un serveur utilitaire de conseil en communication avec l'ordinateur client et le programme d'application, ainsi qu'au moins un service financier en communication avec le serveur utilitaire de conseil. Chaque service financier est configuré pour recevoir des données du serveur utilitaire de conseil et pour lui envoyer des données.

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