Patent ID: 7895200

Claim:
A computer readable storage device for facilitating a financial advisor for selecting contacts to approach for investment purposes, the device comprising: means for collecting contact information of prospective purchasers of investment products; means for searching contact information by financial advisor defined criteria, wherein a financial advisor is a person engaged in giving financial advice and financial advisor defined criteria comprises a financial advisor's selection of categories of contact information; means to view trends in contact information by financial advisor defined criteria, wherein a trend comprises a report of changes in values of categories of contact information selected by a financial advisor; means to manage workflow of a financial advisor based upon financial advisor defined criteria; means to generate call lists directed toward a financial advisor who is attempting to sell investment products, wherein a call list comprises a list of current and potential clients of the financial advisor; means to allow a financial advisor to designate delegated tasks, wherein delegated tasks comprise tasks to be completed by a person working at the direction of a financial advisor; means to allow a financial advisor to assess the performance of those assigned to perform the delegated tasks; means to add contact information and means to add sort criteria to contact information; means to allow a financial advisor to test a hypothesis regarding attributes of collected information, wherein a hypothesis is a predicted trend; means to conduct investment product compatibility analysis wherein investment product attributes are compared with contact information of prospective purchasers of investment products; and means to create mailing lists based upon the results of the financial advisor's hypothesis test.