发明名称 |
Asset planning and tracking |
摘要 |
A asset planning and tracking system plans and tracks progress towards a savings goal and analyzes the consumption of assets that are being used to satisfy the savings goal. The system may further be configured to analyze a user's periodic (e.g., monthly, quarterly, yearly) transactions and provide suggested transactions if the user has excess income for the period. An asset planning and tracking system may be implemented in the context of a retirement planning system to aid a non-retired user in planning for his or her retirement and to aid a retired user in tracking the consumption of retirement assets. |
申请公布号 |
US2005137953(A1) |
申请公布日期 |
2005.06.23 |
申请号 |
US20030740159 |
申请日期 |
2003.12.17 |
申请人 |
MCDONOUGH JOHN;ELTERICH STEVE |
发明人 |
MCDONOUGH JOHN;ELTERICH STEVE |
分类号 |
G06Q40/00;(IPC1-7):G06F17/60 |
主分类号 |
G06Q40/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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