Triage tool for investment advising

Various examples are directed to computer-implemented systems and methods for providing a triage tool for investment advising. A method includes displaying, by a processor of a computer, an image on a graphical user interface (GUI) of a device of a user. The image includes information related to fin...

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Bibliographische Detailangaben
Hauptverfasser:	Hykes, Timothy J, Hughes, Riley Warren, Skinner, Waila Jameelah, Strubing, Craig N, Jose, Ashwin George
Format:	Patent
Sprache:	eng
Schlagworte:	CALCULATING COMPUTING COUNTING DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES ELECTRIC DIGITAL DATA PROCESSING PHYSICS SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:	Various examples are directed to computer-implemented systems and methods for providing a triage tool for investment advising. A method includes displaying, by a processor of a computer, an image on a graphical user interface (GUI) of a device of a user. The image includes information related to financial account management for the user. Input options are provided to the user on the GUI including at least two directional swipe input options to obtain the user's positive or negative response to the image. The processor receives the user's response to the input options, and determines a profile of the user based on the user's response to the input options. The processor provides directed financial investment advice and tailored financial products, based on the profile of the user, to increase applicability and effectiveness of wealth management for the user.