System and method and article of manufacture for making financial decisions by balancing goals in a financial manager

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 8024213
SERIAL NO

09520943

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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A system, method and article of manufacture are provided for balancing attainment of goals. First, a plurality of goals are presented to a user. The goals may be previously selected by the user or may include a default set of goals, for example. The user is permitted to adjust preferences related to a selected one or more of the goals. An impact on attaining some or all of the goals is determined based on the adjusted preferences. The impact on attaining the goals is then displayed to the user.

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Patent Owner(s)

Patent OwnerAddress
ACCENTURE GLOBAL SERVICES LIMITED3 GRAND CANAL PLAZA GRAND CANAL STREET UPPER DUBLIN 4

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Fano, Andrew E Evanston, US 52 2036
Kurth, Scott Wheeling, US 10 581

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