Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).

Abstract: System and methods are disclosed for a task-based approach to the generation of a project estimation. The systems and method described herein generate design patterns associated with a software development project based on historical information at a task level. Validate the design patterns. Decompose the design patterns into scenarios having a plurality of tasks. Survey the scenarios. Develop a plurality of estimate baselines based on past actual estimates and survey information. Develop an estimation model based on the plurality of estimate baselines; and provide feedback to the historical information of the estimation model based on actual task based performance metrics for use in generating design patterns for future projects.

Abstract: System and methods are disclosed to perform operations including communicatively couple to a plurality of client devices that are accessible by a user to enable the user to communicate with the processor. Receive a first request from one of the plurality of client devices, the request being a request for a financial advisor. Receive a first set of information associated with the user of the client device making the request. Receive a second set of information associated with financial advisors as a function of the first set of information. Identify using a matching algorithm a plurality of financial advisors as a function of the first and second sets of information. Display the identified plurality of financial advisors. Receive a selection for a financial advisor among the displayed plurality of financial advisors from the user.

Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).

Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).

Abstract: A system and method to assist financial advisors in running different scenarios to help the client determine when and how to take their Social Security benefits, integrating the potential complexities of spousal and survivorship considerations and strategies, as well as overarching retirement income considerations, into the decision making framework.

Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).