System for financial planning

Details System for financial planning System for financial planning

1999-09-09

2009-08-18

Felten, Daniel S. (Department: 3696)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S03600T, C705S040000, C705S041000, C705S042000, C235S379000, C235S380000

Reexamination Certificate

active

07577597

ABSTRACT:
A system for financial planning is disclosed. The system determines at least one financial strategy for assets to meet financial goals. The system determines an outcome for each of a plurality of financial strategies and selects at least one of the financial strategies to meet the financial goals using a software-implemented decision analysis and the outcomes for the financial strategies.

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“Financial Engines to Provide Internet-Based Advice for Individuals,” Financial Engines, Inc. Press Release, Feb. 23, 1998, 3 pages, downloaded from www.financialengines.com on Jun. 18, 1999.
“Financial Engines' Investment Advisor™ Now Available for 401(k) Plan Participants,” Financial Engines, Inc. Press Release, Oct. 26, 1998, 3 pages, downloaded from www.financialengines.com on Jun. 18, 1999.
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