Patent ID: 7171384

Claim:
A computer readable medium having financial advisor software stored thereon that when executed on a computing device displays an interface comprising: an application menu; a market data function menu; and a display window; wherein the market data function menu comprises a market data function selection that upon activation displays market data in the display window in real time; wherein the application menu comprises: a client information application selection that upon activation presents a display in the display window that enables a user of the financial advisor software to search for and monitor client account and client transaction information in the display window in real time, including real time information from an investor trading system regarding an active client transaction at the investor trading system; a research application selection that upon activation presents a display in the display window that enables the user of the financial advisor software to research investments; a financial planning application selection that upon activation presents a display in the display window that enables the user of the financial advisor software to analyze the impact of the active client transaction and to determine alternative asset allocations and specific investment alternatives; a broker entry application selection that upon activation presents a display in the display window that enables the user of the financial advisor software to intercede in the active client transaction at the investor trading system in real time by entering or correcting client transaction orders through the display based on information obtained from one or more selections of the application menu and the market data function menu.