Interactive systems and methods for supporting financial planning related activities
First Claim
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1. A system for displaying financial data, the system comprising:
- a module configured to obtain financial data;
a module configured to display a first visual representation, wherein the first visual representation includes a container, wherein the container includes a second visual representation associated with a value of a client'"'"'s retirement assets; and
a module configured to display a third visual representation, wherein the third visual representation includes an inflow channel, wherein the inflow channel provides a fourth visual representation of an inflow associated with a value of a client'"'"'s earned income; and
,a module configured to display a fifth visual representation, wherein the fifth visual representation includes an outflow channel, wherein the outflow channel provides a sixth visual representation of an outflow associated with a value of a client'"'"'s lifestyle costs,wherein each module is executed by a computer.
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Abstract
An interactive financial tool is disclosed for assisting agents such as, for example, insurance professionals, estate planners, financial planners, and the like in performing activities such as, for example, marketing products or services to new or existing clients, managing client relationships, prospecting for new clients, and the like.
192 Citations
19 Claims
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1. A system for displaying financial data, the system comprising:
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a module configured to obtain financial data; a module configured to display a first visual representation, wherein the first visual representation includes a container, wherein the container includes a second visual representation associated with a value of a client'"'"'s retirement assets; and a module configured to display a third visual representation, wherein the third visual representation includes an inflow channel, wherein the inflow channel provides a fourth visual representation of an inflow associated with a value of a client'"'"'s earned income; and
,a module configured to display a fifth visual representation, wherein the fifth visual representation includes an outflow channel, wherein the outflow channel provides a sixth visual representation of an outflow associated with a value of a client'"'"'s lifestyle costs, wherein each module is executed by a computer. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A method of displaying financial data, the method comprising:
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obtaining financial data; associating at least a portion of the financial data with a feature of a visual display; and generating a display that includes a video of financial data flowing from a first financial domain into a second financial domain, wherein the obtaining step, the associating step and the generating step are performed by a computer. - View Dependent Claims (9, 10, 11, 12, 13, 19)
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14. A method of displaying financial data, the method comprising:
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obtaining financial data; associating at least a portion of the financial data with a feature of a visual display; and generating a display that includes financial data flowing from a first financial domain into a second financial domain, wherein the obtaining step, the associating step and the generating step are performed by a computer and wherein the step of associating further comprises; displaying a first visual representation, wherein the first visual representation includes a container, wherein the container includes a second visual representation associated with a value of a client'"'"'s retirement assets; displaying a third visual representation, wherein the third visual representation includes an inflow channel, wherein the inflow channel provides a fourth visual representation of an inflow associated with a value of a client'"'"'s earned income; and
,displaying a fifth visual representation, wherein the fifth visual representation includes an outflow channel, wherein the outflow channel provides a sixth visual representation of an outflow associated with a value of a client'"'"'s lifestyle costs. - View Dependent Claims (15, 16, 17, 18)
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Specification