Systems and methods for directing recurring financial transfer operations
First Claim
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1. A method for implementing a variable financial plan, the method comprising:
- identifying an account;
accessing an account planning tool;
presenting a characteristic associated with the account to the account planning tool;
receiving an account plan from the account planning tool;
based at least in part on the account plan, facilitating a funds transfer from a source of funds to the account;
monitoring activity in the account; and
modifying the account plan in response to the activity.
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Abstract
The present invention provides systems and methods for implementing variable financial plans. The methods can include identifying an account, and accessing an account planning tool. Characteristics associated with the account are presented to the account planning tool, and an account plan is developed using the planning tool. Based at least in part on the account plan, a funds transfer is facilitated from a source of funds to the account. Activity in the account is monitored, and the account plan is modified in response to activity detected in the account plan.
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Citations
23 Claims
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1. A method for implementing a variable financial plan, the method comprising:
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identifying an account;
accessing an account planning tool;
presenting a characteristic associated with the account to the account planning tool;
receiving an account plan from the account planning tool;
based at least in part on the account plan, facilitating a funds transfer from a source of funds to the account;
monitoring activity in the account; and
modifying the account plan in response to the activity. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A method for directing recurring financial transfer operations, the method comprising:
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preparing an account plan, wherein the account plan indicates transferring funds to an account associated with the account plan;
identifying an account plan variable;
monitoring activity in the account; and
modifying the account plan to maintain the account plan variable within a range. - View Dependent Claims (11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23)
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Specification