System and method of analyzing and monitoring a customer's financial condition
US8341057B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Jun 22, 2007 |
| Grant date | Dec 25, 2012 |
| Priority date | — |
| Expiry date | Sep 13, 2029 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/02
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Systems and methods for a financial health meter system are provided. Additionally, computer-implemented methods for analyzing and monitoring a customer's financial condition are provided. These methods may include storing a financial profile associated with a customer, determining a peer group of financial profiles for the customer, comparing the financial profile associated with the customer to the peer group of financial profiles, developing one or more financial plans based the financial profile and comparison information, implementing a financial plan, and monitoring the financial plan. The financial profile includes at least financial information about the customer and financial goals of the customer.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.