Abstract: 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.
Type:
Application
Filed:
November 25, 2009
Publication date:
March 17, 2011
Applicant:
EMERGING INFORMATION SYSTEMS INC.
Inventors:
William Theodore OVERMAN,, James Lee HARDEMAN, Joel Craig THEMMEN, Paul Jacob THIESSEN, William Troy WALKER,, Dilip Arun OGALE, Alan Thomas CROCKER,
Abstract: 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.
Type:
Application
Filed:
August 26, 2010
Publication date:
March 3, 2011
Applicant:
EMERGING INFORMATION SYSTEMS INC.
Inventors:
Joel Craig THEMMEN, Paul Jacob THIESSEN, Dilip Arun OGALE, Christopher Daniel ROSNEY, Wesley PETROWSKI, Robert Frank URBONAS
Abstract: A method and system for financial planning lead management is provided. Customer inputs provided by a customer via a customer interface are received. The customer is presented with a financial plan based on the customer inputs. The customer inputs are communicated to a lead management tool executing on a server for assignment of the customer to a financial advisor.
Type:
Application
Filed:
June 4, 2009
Publication date:
December 9, 2010
Applicant:
EMERGING INFORMATION SYSTEMS, INC.
Inventors:
William Theodore OVERMAN, James Lee Hardeman