首页> 外国专利> Comprehensive Financial Plan Generator, Client-to-Client Comparative Analytics Tool, Advisor Ratings, Overall Financial Wellness Rating System and On-Demand Decision Analysis, Data Importation Aggregator

Comprehensive Financial Plan Generator, Client-to-Client Comparative Analytics Tool, Advisor Ratings, Overall Financial Wellness Rating System and On-Demand Decision Analysis, Data Importation Aggregator

机译:全面的财务计划生成器,客户与客户之间的比较分析工具,顾问评级,整体财务健康评级系统和按需决策分析,数据导入汇总器

摘要

A direct-to-consumer financial analysis and advisor comparison system has a website in electronic communication with a server and is provided on a subscription basis. The website receives user information including estate, insurance, tax, and investment information. A system aggregator uses the user information to automatically calculate a financial wellness score for each user, representing a comprehensive financial analysis. The system aggregator uses the user information to automatically create a prioritized to-do list for each user, the to-do list representing tasks to be completed to track and implement a series of actions that will achieve the user's financial goals. A comparer uses the user information to automatically generate an aggregated viewpoint of all users, which is then reported back to each individual user to show a series of financial analytics regarding all users, a series of users based upon a sub-filter based upon specified criteria by the user, etc.
机译:直接面向消费者的财务分析和顾问比较系统具有一个与服务器进行电子通信的网站,并以订阅方式提供。该网站接收用户信息,包括房地产,保险,税收和投资信息。系统聚合器使用用户信息来自动计算每个用户的财务状况得分,代表全面的财务分析。系统聚合器使用用户信息自动为每个用户创建一个优先的待办事项列表,该待办事项列表表示要完成的任务,以跟踪和实施一系列将实现用户财务目标的行动。比较器使用用户信息自动生成所有用户的汇总观点,然后将其汇总报告给每个单独的用户,以显示有关所有用户的一系列财务分析,一系列基于基于指定条件的子过滤器的用户由用户等

著录项

  • 公开/公告号US2016110813A1

    专利类型

  • 公开/公告日2016-04-21

    原文格式PDF

  • 申请/专利权人 ROBERT M. HAYDEN;

    申请/专利号US201514886273

  • 发明设计人 ROBERT M. HAYDEN;

    申请日2015-10-19

  • 分类号G06Q40/06;

  • 国家 US

  • 入库时间 2022-08-21 14:37:20

相似文献

  • 专利
  • 外文文献
获取专利

客服邮箱:kefu@zhangqiaokeyan.com

京公网安备:11010802029741号 ICP备案号:京ICP备15016152号-6 六维联合信息科技 (北京) 有限公司©版权所有
  • 客服微信

  • 服务号