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Financial planning system incorporating relationship and group management

  • US 5,819,263 A
  • Filed: 07/19/1996
  • Issued: 10/06/1998
  • Est. Priority Date: 07/19/1996
  • Status: Expired due to Term
First Claim
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1. A system for grouping consumers into marketable segments for improved financial advising by a financial advisor, said system comprising:

  • a computing device configured to operate a financial planning application program, said computing device having at least one local database configured to include data fields including at least one of local data fields, client data fields, prospect data fields, person data fields, group data fields and organization data fields;

    each of said consumers having a plurality of local data fields associated therewith wherein each of said local data fields is configured to contain demographic and financial information related to each of said consumers;

    a plurality of client data fields, wherein each client data field is configured to include a subset of said consumers having local data fields which are classified as a specific client of said financial advisor, wherein said client data field includes a unique client ID, said client data field configured to include consumers having similar local data fields to allow coordination and manipulation of consumers within said client data field;

    a plurality of prospect data fields, wherein each prospect data field is configured to include a subset of said consumers having local data fields which are classified as a specific prospect of said financial advisor, wherein said prospect data field includes a unique prospect ID, said prospect data field configured to include consumers having similar local data fields to allow coordination and manipulation of consumers within said prospect data field;

    a plurality of person data fields, wherein each person data field is configured to include a subset of said consumers having local data fields which are classified as a specific person of said financial advisor, wherein said person data field includes a unique person ID, said person data field configured to include consumers having similar local data fields to allow coordination and manipulation of consumers within said person data field;

    a plurality of group data fields, wherein each group data field is configured to include a subset of said consumers having local data fields which are classified in a specific group of said financial advisor, wherein said group data field includes a unique group ID, said group data field configured to include consumers having similar local data fields to allow coordination and manipulation of consumers within said group data field; and

    ,a plurality of organization data fields, wherein each organization data field is configured to include a subset of said consumers having local data fields which are classified in a specific organization of said financial advisor, wherein said organization data field includes a unique organization ID, said organization data field configured to include consumers having similar local data fields to allow coordination and manipulation of consumers within said organization data field.

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