发明名称 Generating financial plans using a personal information aggregator
摘要 A method for generating financial plans for an individual includes requesting and receiving one or more data feeds from an individual's personal information aggregator. One or more financial plans for the individual are generated based on the data contained in the received data feeds.
申请公布号 US8121915(B1) 申请公布日期 2012.02.21
申请号 US20060567185 申请日期 2006.12.05
申请人 IGOE PATRICK T.;ELDERING CHARLES A.;RESOURCE CONSORTIUM LIMITED 发明人 IGOE PATRICK T.;ELDERING CHARLES A.
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
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