Financial modeling and counseling system
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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Jul 15, 2008
Grant Date -
Aug 15, 2002
app pub date -
Aug 10, 2001
filing date -
Nov 1, 1999
priority date (Note) -
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status (Latency Note)
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Abstract
The present invention relates to a web-based financial management system for providing personalized financial coaching to a user. The system operates in a collaborative computing environment between the user and a financial advisor and comprises a service level subsystem and an advice generating subsystem. The service level subsystem allows the user to negotiate a service level agreement that defines the user's desired level of support and limits access to user provided information. The advice generating subsystem is coupled to the service level subsystem and includes one or more coaching engines that dynamically analyze the financial needs of the user in accordance with the user's service level agreement. Furthermore, the coaching engine provides customized financial advice tailored to the user's life intentions. The present invention also provides for a financial portfolio management subsystem enabling the user to model the effects of adding or deleting various securities and helping the user to better conform his portfolio to his level of risk tolerance and his investment style.
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