发明名称 Financial planning and counseling system projecting user cash flow
摘要 A system, method and article of manufacture are provided for generating an online, web-enabled financial model accessible over the Internet. A service level agreement that defines a level of financial management desired by a user is provided. A user is prompted to input financial information relative to the user. The financial information is stored in a database. A prospective cash flow of the user is aggregated over a predetermined amount of time based on the service level agreement and the financial information. The prospective cash flow is then output to the user. As an option, the user may be allowed to re-input the financial information if the prospective cash flow is deemed unacceptable by the user. A risk analysis may be executed if the prospective cash flow is deemed acceptable by the user. Further, advice based on the financial information may be output if the prospective cash flow is deemed acceptable to the user.
申请公布号 US7921048(B2) 申请公布日期 2011.04.05
申请号 US20010929610 申请日期 2001.08.13
申请人 ACCENTURE GLOBAL SERVICES GMBH 发明人 SLOAN RONALD E.;SLUTSKY STEPHEN B.
分类号 G06Q40/00 主分类号 G06Q40/00
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