SYSTEM FOR ASSESSING IMPACT OF FUND TRANSFERS ON RETIREMENT PLANNING
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
-
N/A
Issued Date -
Sep 1, 2016
app pub date -
Feb 19, 2015
filing date -
Feb 19, 2015
priority date (Note) -
Abandoned
status (Latency Note)
Importance
Abstract
Embodiments of the invention comprise systems, computer program products, and methods for retirement planning. The financial institution accesses the values of assets and liabilities of users over a network from various servers, systems, and devices that store asset and liability information of the users. The financial institution determines estimated inflows and outflows from past inflows and outflows and any other significant future events over the network from various servers, systems, and devices that store transaction information. The financial institution calculates an available fund amount that a user can spend over a period of time, and an age parameter indicating the age at which the user's inflows and assets will not be able to cover the user's outflows. The financial institution displays the information in an interactive interface over the network that allows the user to make adjustments to the available fund amount and/or the age parameter to adjust retirement planning.
First Claim
Family
International Classification(s)
Cited Art Landscape
Patent Citation Ranking
Recipient Email Address
Recipient Email Address
Comment
Recipient Email Address
Add to Portfolio(s)
To add this patent to one, or more, of your portfolios, simply click the add button.
This Patent is in these Portfolios:
Add to additional portfolios:
Last Refreshed On:
Changes done successfully