Importance

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Abstract

Some embodiments provide an investment plan analysis server system that delivers personalized content including an investment comparison derived from a provider device and delivered to a local or consumer device. Information can be retrieved from a user using a wireless or wired communication interface that can include a client's asset range and participant profile, participant demographics, participant's average savings balance, tolerance for risk, manager diversification, and/or active or passive investment preference. Additional information can be similarly received and processed by a target date analysis server that includes a retirement glide path type, retirement glide path risk, manager diversification, fund performance, investment vehicle type, share class or investment return rate, active or passive investment preference, investment product history, investment product vintage. Based on the second plurality of information, a third plurality of information can be processed and displayed as personalized content using financial data from a remote server system.

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First Claim