The present invention provides systems and methods for facilitating financial advising and planning for a user. In accordance with an exemplary embodiment of the present invention, the system includes a portfolio integration module for facilitating integration of a user's goals, assets, savings, and...http://www.google.com.hk/patents/US20030028466?utm_source=gb-gplus-share專利 US20030028466 - System and method for providing financial planning and advice
