Advisor Referral
First Claim
1. One or more computer readable-media comprising instructions that, responsive to being executed by a computing system, cause the computing system to:
- identify a set of investment advisors based on a first set of criteria developed in response to receipt of one or more answers to investment-related questions;
identify a subset of investment advisors from the set of investment advisors based on a second set of criteria developed in response to receipt of one or more of;
a revised answer to at least one of the investment related questions;
oran answer to an additional investment related question; and
cause to be available for display a list of names of investment advisors that are included in the subset.
1 Assignment
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Accused Products
Abstract
An apparatus and method for an advisor referral tool for objectively matching professional services between users and advisors in an on-line or computer based environment. The advisor referral tool matches users with professional advisors by executing an advisor matching algorithm to select a subset of advisors from an advisor database based on user selected search criteria. A server computer calculates a percent match value for each advisor in the subset of advisors that corresponds to consumer responses to predetermined psychographic/profile questions. The server computer then creates a best fit advisor list of advisors from the subset of advisors that is based on the calculated percent match value. The best fit advisor list is then transmitted to and displayed on the user'"'"'s computer.
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Citations
20 Claims
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1. One or more computer readable-media comprising instructions that, responsive to being executed by a computing system, cause the computing system to:
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identify a set of investment advisors based on a first set of criteria developed in response to receipt of one or more answers to investment-related questions; identify a subset of investment advisors from the set of investment advisors based on a second set of criteria developed in response to receipt of one or more of; a revised answer to at least one of the investment related questions;
oran answer to an additional investment related question; and cause to be available for display a list of names of investment advisors that are included in the subset. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. One or more computer readable-media comprising instructions that, responsive to being executed by a computing system, implement a method comprising:
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identifying a set of services based on criteria developed in response to receipt of one or more answers to service-related questions; identifying a subset of services from the set of services based on additional criteria developed in response to receipt of one or more of; a revised answer to at least one of the service-related questions;
oran answer to an additional service-related question; and causing to be available for display a list of one or more of the services that are included in the subset. - View Dependent Claims (9, 10, 11, 12, 13, 14)
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15. One or more computer readable-media comprising instructions that, responsive to being executed by a computing system, cause the computing system to generate a graphical interface configured to:
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receive input including answers to a first set of service-related questions, the first set of service-related questions being configured to identify a set of professional services; present a second set of service-related questions, the second set of service-related questions including one or more of; a revised version of one or more questions of the first set of service-related questions;
oran additional service-related question; and cause to be displayed a subset of the professional services, the subset being identified based at least in part on one or more answers to the second set of service-related questions. - View Dependent Claims (16, 17, 18, 19, 20)
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Specification