Patent ID: 8341057
Filing Date: 2012-12-25
Classification: G06Q

Abstract:
1. A computer-implemented method for analyzing and monitoring a customer's financial condition comprising: storing a financial profile associated with a customer, the financial profile comprising at least financial information about the customer and one or more financial goals of the customer, the financial information relating to one or more financial accounts of the customer; determining a peer group of financial profiles for the customer; comparing the financial profile associated with the customer to the peer group of financial profiles to generate comparison information; using one or more computer processors, developing one or more financial plans based on the financial profile and the comparison information, wherein each of the one or more financial plans comprises a plurality of potential courses of action to be taken by the customer with respect to at least one of the one or more financial accounts over a period of time to assist the customer in achieving the one or more financial goals, wherein each of the plurality of potential courses of action are based at least in part on the financial profile and the comparison information; implementing one of the one or more financial plans; and monitoring the implemented financial plan.