SYSTEMS AND METHODS FOR GENERATING PERSONALIZED ASSET ALLOCATION GLIDEPATHS

SYSTEMS AND METHODS FOR GENERATING PERSONALIZED ASSET ALLOCATION GLIDEPATHS

Disclosed embodiments may include a system for generating personalized asset allocation glidepaths. The system may receive data corresponding to a user. The system may cause a user device to display a graphical user interface (GUI) that includes a plurality of editable fields associated with the dat...

Ausführliche Beschreibung

Gespeichert in:
Bibliographische Detailangaben
Hauptverfasser: Serino, Daniel, Sabin, Elizabeth
Format: Patent
Sprache:eng
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
Online-Zugang:Volltext bestellen
Tags: Tag hinzufügen
Keine Tags, Fügen Sie den ersten Tag hinzu!
Beschreibung
Zusammenfassung:Disclosed embodiments may include a system for generating personalized asset allocation glidepaths. The system may receive data corresponding to a user. The system may cause a user device to display a graphical user interface (GUI) that includes a plurality of editable fields associated with the data. The system may monitor the plurality of editable fields for edits. The system may dynamically generate a personalized asset allocation glidepath of the user based on the monitoring of the plurality of editable fields.