User interface for a financial modeling system

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance

Reexamination Certificate

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Details

C705S035000, C705S037000, C705S038000, C705S039000, C713S182000

Reexamination Certificate

active

07818233

ABSTRACT:
The present invention is a graphical user interface within the context of a financial planning and management system and method. The model consists of a user intention modeling module and an investment planning module. The graphical user interface displays a model and many of its related characteristics simultaneously and allows the user to interactively manipulate the model by selecting various function and mode icons. Furthermore, the user may accesses both a live advisor and an automated coach through the graphical user interface by selecting one of several communication icons.

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