Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2008-01-01
2008-01-01
Garg, Yogesh C. (Department: 3625)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S035000
Reexamination Certificate
active
07315837
ABSTRACT:
The present invention provides a method and a computer system for providing a communication medium over a network for financial modeling and counseling. The system includes financial modeling using a profile of a user and provides automated customized financial coaching directly to the user in a web-based environment. The financial coaching is based on the financial modeling and the profile and includes suggestions for changes to the user's current financial portfolio. The suggestions are presented in a natural language format and include financial products and recommended securities for the user to purchase. The financial advisor may provide live financial coaching such that the user is assisted in achieving financial goals and optimizing long-term goals.
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Sloan Ronald E.
Slutsky Stephen B.
Accenture LLP
Garg Yogesh C.
Oppenheimer Wolff & Donnelly LLP
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