Management of goals and recommendations
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United States of America Patent
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Jan 21, 2014
Grant Date -
Aug 2, 2012
app pub date -
Apr 4, 2012
filing date -
May 29, 2009
priority date (Note) -
In Force
status (Latency Note)
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Abstract
A particular method includes identifying a financial planning objective for a financial planning client and creating a financial planning goal for the financial planning client based at least in part on the financial planning objective. A financial planning recommendation is associated with the financial planning goal, and data identifying the financial planning goal and the financial planning recommendation is stored in a data store. The method also includes monitoring activity of the financial planning client and at least one other financial planning client to detect a financial planning trend. In response to the detected trend, a financial planning product is selected for potential incorporation into subsequent recommendation(s).
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