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Opportunity List Engine
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Role based asset allocation structure and model
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System and method of determining portfolio complexity
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Management of goals and recommendations
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Retirement planning application
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Automatic income adjustment
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Financial product risk mitigation system and method
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System and method for administering a fee structure for mutual fund shares
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System and method for evaluating the performance of a retirement plan
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On-line business-packet creator for electronic forms
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System and method for creating a standard envelope structure
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Service-based interface method
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System and method for dynamically resizing embeded web page content
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Account monitoring system
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System for facilitating online electronic transactions
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Electronic document imaging and delivery system and method
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Method and system for electronic archival and retrieval of electronic communications
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System and method for remote collection of data
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