User interface for a financial modeling system
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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Oct 19, 2010
Grant Date -
N/A
app pub date -
Nov 1, 2000
filing date -
Nov 1, 1999
priority date (Note) -
In Force
status (Latency Note)
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Abstract
The present invention is a graphical user interface within the context of a financial planning and management system and method. The model consists of a user intention modeling module and an investment planning module. The graphical user interface displays a model and many of its related characteristics simultaneously and allows the user to interactively manipulate the model by selecting various function and mode icons. Furthermore, the user may accesses both a live advisor and an automated coach through the graphical user interface by selecting one of several communication icons.
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Family
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