Patent ID: 8533017
Filing Date: 2013-09-10
Classification: G06Q

Abstract:
1. A computerized method for determining a succession planning track for a registered investment advisor, the method comprising: generating, at a server computing device, a plurality of paired statement sets associated with business and personal goals and transmitting the paired statement sets to a remote computing device, wherein each statement in the statement sets is associated with one or more succession planning tracks; receiving, at the server computing device, a statement selection for each set of paired statements from the remote computing device; determining, by the server computing device, one or more preliminary succession planning tracks based on the received statement selections; generating, by the server computing device, a first set of business and personal value statements associated with the preliminary succession planning tracks and transmitting the first set to the remote computing device; receiving, at the server computing device, a priority ranking for at least two of the business and personal value statements from the remote computing device; determining, by the server computing device, one or more intermediate succession planning tracks based on the received priority ranking; if the server computing device determines more than one intermediate succession planning track: if the server computing device determines only one intermediate succession planning track: generating, by the server computing device, a succession action plan corresponding to the final succession planning track and transmitting the succession action plan to the remote computing device.