Anibal Soto

US Patent:

20130073478, Mar 21, 2013

Filed:

Sep 16, 2011

Appl. No.:

13/235164

Inventors:

Jane ABOYOUN - Brooklyn NY, US
Philip Herzog - New York NY, US
Kevin Ng - New York NY, US
Anibal Soto - Forest Hills NY, US
Marie Strolin - Trumbull CT, US
Christopher Yeomans - New York NY, US

International Classification:

G06Q 40/06

US Classification:

705 36 R

Abstract:

Electronic or computer-implemented systems and methods for allowing an investment advisor or user to evaluate one or more financial products offered by one or more providers of financial products, involving electronic configuration of a set of required and a set of preferred questions and corresponding appropriate answers for each of the questions in these sets, electronic configuration of weights for each of the questions in the set of preferred questions, electronically provided responses to at least some of the questions, electronic comparison of the appropriate answers and the responses, electronic calculation of preferred, required and combined scores, and electronic presentation of the combined scores to the investment advisor or user. Electronic or computer-implemented systems and methods for the generation of requests for proposals and reports based upon the scores obtained.