G - Physics – 06 – Q
Patent
G - Physics
06
Q
G06Q 40/00 (2012.01)
Patent
CA 2713821
A system and method for financial planning are provided. The system includes a financial planning engine, storage, a client database, and a set of pre-defined components. The financial planning engine generates financial plans. The client database is maintained in the storage and stores client data. The client data includes personal data and client parameters. The set of pre-defined components is stored in the storage. The components include a set of controls for communicating data with the client database, and for presenting outputs from the financial planning engine. The pre-defined components are designed to be included in a financial planning interface. The financial planning engine has a set of pre-defined function objects. Each of the function objects corresponds to one of the components and is used by the financial planning engine for handling communication with the one component.
Ogale Dilip Arun
Petrowski Wesley
Rosney Christopher Daniel
Themmen Joel Craig
Thiessen Paul Jacob
Emerging Information Systems Inc.
Mcmillan Llp
Mustang Holdings L.p.
LandOfFree
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