Providing on-line non-downloadable software for financial advisors to create investment proposals and analyze risk tolerance for clients and prospective clients through the use of databases featuring financial and behavioral information

'advisor':11 'analyz':17 'behavior':33 'client':21,24 'creat':13 'databas':29 'download':7 'featur':30 'financi':10,31 'inform':34 'invest':14 'line':4 'non':6 'non-download':5 'on-lin':2 'propos':15 'prospect':23 'provid':1 'risk':18 'softwar':8 'toler':19 'use':27

TULIP

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