发明名称 PREDICTIVE, INTEGRATED SOFTWARE DESIGNED TO OPTIMIZE HUMAN AND FINANCIAL CAPITAL OVER LIFE OF USER
摘要 A method, system, and machine-readable medium with instructions for performing the method configured to meet a financial goal. The method includes accepting user information, estimating a target volatility of the user, preparing an investment plan based on the user information and the target volatility, and providing the investment plan to the user. The target volatility may be determined using a revealed risk tolerance based on behavioral analytics. The method may also include preparing and presenting an insurance plan to protect human capital of the user and pooling buying power of the user with additional parties to realize discounts on goods and services. The system includes a computer for executing instructions to perform the method and communicating with the user.
申请公布号 US2017024821(A1) 申请公布日期 2017.01.26
申请号 US201615206132 申请日期 2016.07.08
申请人 Tectonic Advisors, LLC 发明人 Sherman A. Haag
分类号 G06Q40/06;G06Q40/08 主分类号 G06Q40/06
代理机构 代理人
主权项 1. A method for realizing a financial goal, the method comprising: accepting user information related to the financial goal; estimating a target volatility based on the user information; preparing an investment plan to meet the financial goal based on the user information and the estimated target volatility; and providing the investment plan to the user.
地址 Plano TX US