demos

Financial Advisory Service is the American Express Financial Advisors, Inc.'s strategic proprietary comprehensive financial planning software, used by 10,000 financial advisors to provide ongoing financial planning for our clients. We will demonstrate how the advisor collects client data and goals, uses the data to develop current and alternate views, analyze and develop personalized strategies, and produce a Financial Advisory Proposal. We will discuss the frameworks which comprise the application, including the proposal constructor framework, which allows entry from other applications. We will discuss how the object model has allowed us to deliver key business functionality such as delivering the 1997 Taxpayer Relief Act changes within three weeks to AEFA Advisors, and potential future Web implementations.