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METHODS AND APPARATUS FOR PERFORMING AN ANALYSIS OF SUSTAINABILITY OF A RETIREMENT INVESTMENT PORTFOLIO

  • US 20140067714A1
  • Filed: 09/07/2012
  • Published: 03/06/2014
  • Est. Priority Date: 09/06/2012
  • Status: Abandoned Application
First Claim
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1. A computer-implemented method for performing an analysis of sustainability of an investment portfolio to support a retirement income need for a client and displaying a result of the analysis, the method comprising the steps of:

  • (a) providing, by a processor of a computing device, a graphical user interface configured to accept client-specific input;

    (b) determining, by the processor, a retirement income sustainability score corresponding to the client-specific input, wherein the retirement income sustainability score is a measure of sustainability of the investment portfolio to support the retirement income need for the client;

    (c) displaying, by the processor, the retirement income sustainability score corresponding to the client-specific input via the graphical user interface;

    (d) determining, by the processor, a first product allocation associated with the client-specific input;

    (e) displaying, by the processor, the first product allocation determined in step (d);

    (f) providing, by the processor, one or more graphical user interface widgets that allow adjustment of the first product allocation to a second product allocation;

    (g) determining, by the processor, an updated retirement income sustainability score corresponding to the second product allocation following step (f); and

    (h) displaying the updated retirement income sustainability score determined in step (g).

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