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Portfolio integration module for providing financial planning and advice

  • US 20040267651A1
  • Filed: 05/03/2004
  • Published: 12/30/2004
  • Est. Priority Date: 07/31/2001
  • Status: Active Grant
First Claim
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1. A probability modeling system for facilitating financial advising and planning, comprising:

  • a portfolio integration module for facilitating integration of at least one of a user'"'"'s goals, assets, savings, and risk tolerance to facilitate analyzing and developing a customized strategy for financial portfolio planning of the user and creation of a proposed situation portfolio for the user.

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