Financial assessment systems and methods
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United States of America Patent
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Jun 10, 2014
Grant Date -
N/A
app pub date -
Jan 9, 2012
filing date -
Dec 30, 2005
priority date (Note) -
In Force
status (Latency Note)
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Abstract
Financial assessment systems, methods and graphical user interfaces are described. Financial information for an individual is received and integrated in a financial plan. A synopsis view of the financial plan is graphically presented. The synopsis view of the financial plan may include one or more financial recommendations for the individual. The recommendations and the synopsis view may be updated in real-time in response to a change in the financial information. The recommendations and the synopsis view may be used by the individual who is the subject of the financial plan or may be used by financial advisors. Other embodiments may be described and claimed.
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