Abstract: A computer-based system to facilitate providing advisory services to clients, comprising a networked server computer having a data accumulation engine that accepts user information, client information of clients of the users, and a plurality of user-defined tags. The data accumulation engine is operable to accumulate data regarding actions of the user and information associated with the user's clients in accordance with the clients' respective associated tags. The server also has a filtering engine that filters the data responsive to user requests; and a service engine for use in providing services targeted to clients based on the filtered data.

Abstract: An apparatus, system and method for providing an advisor decision enabling tool. The apparatus, system and method includes a plurality of networked computers, wherein at least one user of each of the plurality at least electronically communicates with a plurality of clients at least partially over the network, and a first computing engine comprising at least computing code associated with at least a first processor capable of accumulating data regarding ones of the plurality if clients and actions by each of the at least one user, wherein the first computing engine accepts a plurality of tags indicative of the accumulated data, and wherein the tags are dictated by the at least one user.

Abstract: A computer-based system to facilitate providing advisory services to clients, comprising a networked server computer having a data accumulation engine that accepts user information, client information of clients of the users, and a plurality of user-defined tags. The data accumulation engine is operable to accumulate data regarding actions of the user and information associated with the user's clients in accordance with the clients' respective associated tags. The server also has a filtering engine that filters the data responsive to user requests; and a service engine for use in providing services targeted to clients based on the filtered data.

Abstract: An apparatus, system and method for providing an advisor decision enabling tool. The apparatus, system and method includes a plurality of networked computers, wherein at least one user of each of the plurality at least electronically communicates with a plurality of clients at least partially over the network, and a first computing engine comprising at least computing code associated with at least a first processor capable of accumulating data regarding ones of the plurality if clients and actions by each of the at least one user, wherein the first computing engine accepts a plurality of tags indicative of the accumulated data, and wherein the tags are dictated by the at least one user.

Abstract: An apparatus, system and method for providing an advisor decision enabling tool. The apparatus, system and method includes a plurality of networked computers, wherein at least one user of each of the plurality at least electronically communicates with a plurality of clients at least partially over the network, and a first computing engine comprising at least computing code associated with at least a first processor capable of accumulating data regarding ones of the plurality if clients and actions by each of the at least one user, wherein the first computing engine accepts a plurality of tags indicative of the accumulated data, and wherein the tags are dictated by the at least one user.