Systems and methods for financial plan benchmarking

A comprehensive set of data pertaining to a user is gathered from various sources and analyzed. A financial plan is generated and provided to the user. The user may set financial goals and monitor progress towards achieving the goals, and may set and monitor probabilities of success of achieving the...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: Wilks, Bruce Wesley, Morales, Robert, Garcia, Rennie, Pacheco, Robert Anthony
Format: Patent
Sprache:eng
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Beschreibung
Zusammenfassung:A comprehensive set of data pertaining to a user is gathered from various sources and analyzed. A financial plan is generated and provided to the user. The user may set financial goals and monitor progress towards achieving the goals, and may set and monitor probabilities of success of achieving the goals. The financial plan may take into account the financial goals and probabilities of success, and may be revised to reflect changes in the financial goals and probabilities of success. In an implementation, a user may be provided with information pertaining to how their finances, financial plan, goals, and probabilities of success compare to a selected population group.