Consolidated Goal Planning

摘要

Methods, computer-readable media, systems, and apparatuses for receiving information associated with at least one account of a first user and at least one account of a second user are provided. In some examples, a determination may be made as to whether the first user and the second user have consented to group the at least one account associated with each user. Upon determining that the users have consented, the accounts may be grouped and a common financial goal for the grouped accounts may be determined. The grouped accounts may then be managed toward the common financial goal.

主权项

1. An apparatus, comprising:
at least one processor; and a memory storing computer-readable instructions that, when executed by the at least one processor, cause the apparatus to:
receive information associated with at least one account of a first user;receive information associated with at least one account of a second user;determine whether the first user and the second user have consented to group the at least one account of the first user and the at least one account of the second user;responsive to determining that the first user and the second user have consented to group the at least one account of the first user and the at least one account of the second user, group the at least one account of the first user and the at least one account of the second user and identify a common financial goal for the grouped accounts; andmanage the grouped accounts of the first user and the second user to meet the identified common financial goal of the grouped accounts.