Generating financial plans using a personal information aggregator
US8121915B1 · kind B1 · utility
13Cited by
33References
31Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Dec 5, 2006 |
| Grant date | Feb 21, 2012 |
| Priority date | — |
| Expiry date | Oct 29, 2029 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/08
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method for generating financial plans for an individual includes requesting and receiving one or more data feeds from an individual's personal information aggregator. One or more financial plans for the individual are generated based on the data contained in the received data feeds.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.