TECHNOLOGIES FOR AUTOMATING ADAPTIVE FINANCIAL PLANS

摘要

A server connected to a user input device issues a first stream of questions to the user input device to obtain responses with inputs for a financial plan model. Some of the inputs define fixed financial objectives. The server executes a financial plan model using the inputs. If the outputs of the financial plan model do not represent a financial plan that is feasible for meeting the fixed objectives, the server issues a second stream of questions to obtain from the user an indication of which fixed objectives can become variable objectives. On receipt of responses defining one or more variable objectives corresponding to some or all of the fixed objectives, the server executes the financial plan model using the variable objectives and issues a most optimal subset of financial plan outputs from amongst any feasible sets of financial plan outputs for presentation on the user input device.