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COMPUTER-BASED SYSTEM FOR USE IN PROVIDING ADVISORY SERVICES

  • US 20130151589A1
  • Filed: 11/19/2012
  • Published: 06/13/2013
  • Est. Priority Date: 11/17/2011
  • Status: Abandoned Application
First Claim
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1. A computer-based system to facilitate providing advisory services to clients, comprising:

  • a server, computer having a tangible computing processor, the processor in data communication with a non-transitory computer memory that stores instructions which, when executed on the processor, implement;

    a data accumulation engine operable to accept user information of at least one user, client information of a plurality of clients of the user, and a plurality of user-defined tags, the data accumulation engine operable to accumulate data pertaining to the user'"'"'s clients in accordance with the tags;

    a filtering engine operable to filter the data; and

    a services engine for use in providing at least one service targeted to at least one client based on the filtered data;

    the server computer including a network interface in data communication with a network communicatively coupled to a user display device operable to present the filtered data.

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