Financial planning system incorporating relationship and group management

Abstract

An advisor can provide proactive, efficient service to clients through the use of the present group management system. The system is an effective work management tool that efficiently organizes an advisor's day-to-day operations, work flow, clients and prospects. To allow coordinated consultation based not only on an individual's demographic information, but also on the individual's relationships to others, people and organizations are arranged into client groups and prospect groups. An advisor can analyze an individual's relationship with his/her family, business and pension to provide overall financial planning and security. The group management system includes numerous innovative, coordinated features including security measures, an easily accessible FRONT PANEL, a simplified SEARCH ENGINE, and the ability to refresh data. The grouping of clients in the CARD FILE enables the DRAG and DROP function to initialize applications without the need for repeated input of data. The REFRESH, ON-LINE CLIENT DATA, FIELD DATA CAPTURE and EXPORT features allow communication with a host database or other local databases.