Communication interface for a financial modeling and counseling system
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
-
Jan 1, 2008
Grant Date -
Jul 11, 2002
app pub date -
Aug 13, 2001
filing date -
Nov 1, 1999
priority date (Note) -
In Force
status (Latency Note)
Importance
Abstract
The present invention provides a method and a computer system for providing a communication medium over a network for financial modeling and counseling. The system includes financial modeling using a profile of a user and provides automated customized financial coaching directly to the user in a web-based environment. The financial coaching is based on the financial modeling and the profile and includes suggestions for changes to the user's current financial portfolio. The suggestions are presented in a natural language format and include financial products and recommended securities for the user to purchase. The financial advisor may provide live financial coaching such that the user is assisted in achieving financial goals and optimizing long-term goals.
First Claim
Family
International Classification(s)
Cited Art Landscape
Patent Citation Ranking
Advertisement
Advertisement
Advertisement
Recipient Email Address
Recipient Email Address
Comment
Recipient Email Address
Add to Portfolio(s)
To add this patent to one, or more, of your portfolios, simply click the add button.
This Patent is in these Portfolios:
Add to additional portfolios:
Last Refreshed On:
Changes done successfully