Financial planning and counseling system projecting user cash flow
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
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Apr 5, 2011
Grant Date -
Jul 18, 2002
app pub date -
Aug 13, 2001
filing date -
Nov 1, 1999
priority date (Note) -
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Abstract
A system, method and article of manufacture are provided for generating an online, web-enabled financial model accessible over the Internet. A service level agreement that defines a level of financial management desired by a user is provided. A user is prompted to input financial information relative to the user. The financial information is stored in a database. A prospective cash flow of the user is aggregated over a predetermined amount of time based on the service level agreement and the financial information. The prospective cash flow is then output to the user. As an option, the user may be allowed to re-input the financial information if the prospective cash flow is deemed unacceptable by the user. A risk analysis may be executed if the prospective cash flow is deemed acceptable by the user. Further, advice based on the financial information may be output if the prospective cash flow is deemed acceptable to the user.
First Claim
Family
- 15 United States
- 10 France
- 8 Japan
- 7 China
- 5 Korea
- 2 Other
Patent Owner(s)
- ACCENTURE GLOBAL SERVICES LIMITED
International Classification(s)
Inventor(s)
Inventor Name | Address | # of filed Patents | Total Citations |
---|---|---|---|
Sloan, Ronald E | Toronto, CA | 6 | 943 |
Slutsky, Stephen B | Toronto, CA | 6 | 943 |
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Maintenance Fees
Fee | Large entity fee | small entity fee | micro entity fee | due date |
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Fee | Large entity fee | small entity fee | micro entity fee |
---|---|---|---|
Surcharge after expiration - Late payment is unavoidable | $700.00 | $350.00 | $175.00 |
Surcharge after expiration - Late payment is unintentional | $1,640.00 | $820.00 | $410.00 |
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