Patent ID: 7809625

Claim:
A system for financial planning, the system comprising at least one subsystem for: communicating with a customer; providing at least one financial product, whereby the customer selects the at least one financial product; accessing a database and acquiring a first set of data, using a data collection engine, relating characteristics of the customer for use in a financial planning service related to the at least one financial product; and collecting a second set of data, using the data collection engine, from the customer for use in the financial planning service related to the at least one financial product, whereby the second set of data is collected using a structured data collection form, wherein the form has multiple customer information fields for a customer to enter information and wherein at least one of the quantity of or the layout of the customer information fields on the form are dynamically modified, using a form presentation engine communicatively coupled to the data collection engine, based on the at least one financial product selected by the customer and the first set of data relating the characteristics of the customer and the second set of data collected from the customer.