SYSTEM AND METHOD FOR PROVIDING FINANCIAL PLANNING AND ADVICE

SYSTEM AND METHOD FOR PROVIDING FINANCIAL PLANNING AND ADVICE

The present invention provides systems and methods for facilitating financia l advising and planning for a user. According to an exemplary embodiment of th e present invention, the system includes a portfolio integration module (107) for facilitating integration of a user's goals, assets, savin...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: MORAN, WILLIAM J, VANNEY, BETH M, LEDSON, MARK, JENSON, JODI, OSTREM, LINDA, LIPINSKI, PATTI P
Format: Patent
Sprache:eng ; fre
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:The present invention provides systems and methods for facilitating financia l advising and planning for a user. According to an exemplary embodiment of th e present invention, the system includes a portfolio integration module (107) for facilitating integration of a user's goals, assets, savings, and risk tolerance to facilitate analyzing and developing a customized strategy for financial portfolio planning. A portfolio reconciler module in communication with the portfolio integration module (107) facilitates comparison of the customized strategy to other strategies and projected user financial decisio ns in order to further facilitate the financial portfolio planning of the user. A stochastic modeling module (111) in communication with the portfolio integration module (107) and the portfolio reconciler module (109) for facilitating the use of data from the portfolio integration module (107) and the portfolio reconciler module (109) in a stochastic modeling analysis usin g a synchronous stationary bootstrap sampling method to facilitate creation of a proposed situation portfolio for the user.