Is a
Patent attributes
Current Assignee
Patent Jurisdiction
Patent Number
Date of Patent
October 19, 2010
Patent Application Number
09704838
Date Filed
November 1, 2000
Patent Citations Received
Patent Primary Examiner
Patent abstract
The present invention is a graphical user interface within the context of a financial planning and management system and method. The model consists of a user intention modeling module and an investment planning module. The graphical user interface displays a model and many of its related characteristics simultaneously and allows the user to interactively manipulate the model by selecting various function and mode icons. Furthermore, the user may accesses both a live advisor and an automated coach through the graphical user interface by selecting one of several communication icons.
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