User Interface for a financial advisory system that allows an end user to interactively explore tradeoffs among input decisions
US7062458B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Jul 12, 2001 |
| Grant date | Jun 13, 2006 |
| Priority date | — |
| Expiry date | Feb 18, 2023 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/08
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method and an apparatus for a user interface for a financial advisory system is provided. According to one embodiment of the invention, a set of one or more input objects and a set of output values are displayed. The input objects include an indication of a target retirement age, an indication of a target level of investment risk, and an indication of a retirement income goal. The output values include an indication of the probability of achieving the retirement income goal and an indication of the most likely retirement income in current dollars. After updated values for the input decisions are received via one or more of the input objects, one or more new output values are determined based upon the updated input decisions. The set of output values is then refreshed to reflect the one or more new output values.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.