Direct-to-consumer financial analysis and advisor comparison system

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.