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...http://www.google.fr/patents/US5819263?utm_source=gb-gplus-shareBrevet US5819263 - Financial planning system incorporating relationship and group management
Financial planning system incorporating relationship and group management
