G - Physics – 06 – Q
Patent
G - Physics
06
Q
G06Q 40/00 (2012.01)
Patent
CA 2678835
A method and system for financial planning are provided. A first financial plan is prepared via a financial planning engine executing on a server for presenting to a customer via a customer interface. A second financial plan is prepared via the financial planning engine for presenting to a financial advisor via an advisor interface.
Crocker Alan Thomas
Hardeman James Lee
Ogale Dilip Arun
Overman William Theodore
Themmen Joel Craig
Emerging Information Systems Inc.
Mcmillan Llp
Mustang Holdings L.p.
LandOfFree
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