A system for facilitating investments portfolio modeling in an investment fund is disclosed. The system includes a computer that is operable to receive demographic information about a participant in an investment program, the information is provided to an investment advisor who determines a proposed...http://www.google.fr/patents/US20030028464?utm_source=gb-gplus-shareBrevet US20030028464 - Method and system for assisting participants in an investment plan
Method and system for assisting participants in an investment plan