US Patent 11245705 Intuitive resource management platform

A system for making specified resource management services available to a user through a mobile application and/or online portal based on the user's determined level of resource management competency. Further, an intuitive platform for resource management is provided that can provide instinctual guidance throughout the entire lifecycle of a user's engagement with the resource management entity, including but, not limited to, onboarding, providing services to the users, allowing the user to conduct resource interactions and the like.