Patent ID: 7725377
Filing Date: 2010-05-25
Classification: G06Q

Abstract:
1. A method comprising the following computer-executable acts: receiving an identity of a financial expert on a computer, wherein the financial expert has been identified by a user, wherein the financial expert is a mutual fund manager; receiving personal financial preferences of the user on the computer, wherein the personal financial preferences include a prohibition against purchasing a particular investment; receiving wealth management advice from the financial expert as provided to a general population on the computer, wherein the wealth management advice includes purchasing the particular investment and a plurality of other investments; automatically customizing the wealth management advice for the user using the computer based at least in part upon the received personal financial preferences of the user to generate customized wealth management advice, wherein the customized wealth management advice includes advice to purchase the plurality of other investments but does not include advice to purchase the particular investment; and outputting the customized wealth management advice on the computer.