Financial investment advice system and method
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United States of America Patent
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-
N/A
Issued Date -
Feb 3, 2005
app pub date -
Apr 16, 2004
filing date -
Jul 31, 2003
priority date (Note) -
Abandoned
status (Latency Note)
Importance
Abstract
In accordance with at least one embodiment of the invention, a computer-based system in which a user, e.g., a financial advisor, an investor, or a client of an investment firm, etc., may engage in an interactive dialog with a software-based investment advice system, hereafter referred to as the 'Advisor' to receive analysis of present and potential financial investments. Based on information provided by the user, the Advisor may be configured to determine a recommended investment portfolio including investment allocations designed to meet at least one financial goal. A goal refers to a desired target accumulation of assets in connection with an investor's investment needs based on information a user has provided.
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