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Portfolio reconciler module for providing financial planning and advice

  • US 20050010510A1
  • Filed: 05/03/2004
  • Published: 01/13/2005
  • Est. Priority Date: 07/31/2001
  • Status: Abandoned Application
First Claim
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1. A system for facilitating financial advising and planning, comprising:

  • a portfolio reconciler module for facilitating using a customized strategy for financial portfolio planning of a user to compare the customized strategy to at least one of other strategies and projected user financial decisions, wherein the portfolio reconciler module monitors at least one of buy, sell, and hold recommendations for the proposed situation portfolio and dynamically updates the proposed situation portfolio with the at least one of buy, sell, and hold recommendations, in order to facilitate the financial portfolio planning of the user and creation of a proposed situation portfolio for the user.

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