Is a
Patent attributes
Patent Jurisdiction
Patent Number
Date of Patent
September 11, 2018
Patent Application Number
14878857
Date Filed
October 8, 2015
Patent Citations Received
Patent Primary Examiner
Patent abstract
A dynamic personalizable automated finance management system that provides a financial management platform that enables users to easily generate a plurality of customized rules or conditions associated with one or more accounts thereby creating account plans that intelligently and passively execute the transfer of funds among accounts. The rules with a plan are able to define if, how much, when and where to transfer money to and from the accounts based on user entered criteria or triggers upon which the rules/conditions are based.
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