Abstract: In an application service provider model, a system for assisting a financial services professional to tailor a presentation of information to a client through generation of customized reports includes a model, a plurality of reporting components, a selection of at least one of the plurality of reporting components, an enumeration of a first subset of the plurality of reporting components, and a report. The model is of at least one effect of an association of financial data with a first entity on each entity in a plurality of entities related to the first entity. The selection of at least one reporting component in a plurality of reporting components is transmitted across a network. The first subset in the enumeration of the first subset of the plurality of reporting components is selected responsive to the transmitted selection. The report is generated responsive to the enumerated subset of reporting components and includes at least one reporting component in the plurality of reporting components.

Abstract: In an application service provider model, a method for enumerating available resources to improve an analysis of a client and an identification of client needs by a financial services professional includes the step of enumerating a plurality of techniques. A network transmission including at least one characteristic associated with a client is received. A subset of the plurality of techniques is enumerated, responsive to the received at least one characteristic. Access is provided across a network to a resource associated with the enumerated subset of techniques.

Abstract: A system for determining an effect of a financial decision on a plurality of related entities includes a first association, a second association, and a graphical representation. The first association is between a first entity and each entity in a plurality of entities related to the first entity. The second association is between financial data and the first entity. The graphical representation depicts the first association between the first entity and each entity in the plurality of entities and provides access to a model of an effect of the second association on each entity in the plurality of entities.

Abstract: A method for determining an effect of a financial decision on a plurality of related entities includes the step of receiving an identification of a first entity. An identification of a plurality of entities and an identification of a relationship between the first entity and each entity in the plurality of entities are received. Data is associated with the first entity. A determination is made of an effect on each entity in the plurality of entities, responsive to the association and to the identification of the relationship between the first entity and each entity in the plurality of entities.

Abstract: In an application service provider model, a system for assisting a financial services professional to tailor a presentation of information to a client includes a graphical representation, an identification, and a modeling component. The graphical representation is of a first entity and a plurality of entities related to the first entity. The graphical representation depicts a first association between the first entity and each entity in the plurality of entities, depicts a second association between the first entity and data associated with the first entity, and provides access to a model of an effect of the second association on each entity in the plurality of entities. The identification is of a plurality of transactions. The modeling component modifies the model responsive to receiving a selection of a transaction in the plurality of transactions.