SYSTEMS AND METHODS FOR OPTIMIZING WEALTH

摘要

Systems and methods for optimizing wealth are provided herein. Exemplary methods for analyzing financial well being of a client may include generating a financial profile for an client via a web server, selecting one or more grids for displaying at least a portion of the financial profile, the grid including one or more sectors, each of the sectors corresponding to one of the plurality of strengths, filling a sector with an indicator, filling a sector with an indicator, the indicator including a calculation of a strength level for the strength associated with the sector; and providing at least one of the one or more grids to a display device associated with a computing system that is communicatively coupled to the web server.

主权项

1. A method for analyzing financial well being of a client, comprising:
generating a financial profile for a client via a web server by:
receiving responses to a plurality of financial prompts to establish financial information of the client; andcomparing the financial information of the client to a plurality of strengths to generate the financial profile based upon the plurality of strengths, each of the plurality of strengths including one or more rules; selecting one or more grids for displaying at least a portion of the financial profile, the one or more grids including at least one sector, the at least one sector corresponding to one of the plurality of strengths; providing the at least one sector with an indicator, the indicator including a calculation of a strength level for the strength associated with the sector; and providing at least one of the one or more grids to a display device associated with a computing system that is communicatively coupled to the web server.