Patent ID: 8521628
Filing Date: 2013-08-27
Classification: G06Q

Abstract:
1. A financial assessment specific advice method performed by a computer, comprising: providing a financial assessment computing device comprising a processor; storing a plurality of profiles in a storage associated with the financial assessment computing device, each of the profiles directed to a different type of user; receiving a request for a financial assessment determination from a user via a computing device of the user at the financial assessment computing device via a network; determining one of the plurality of profiles for the user; retrieving the determined profile of the plurality of profiles from the storage; performing the financial assessment determination for the user at the financial assessment computing device using the profile retrieved from the storage; generating, using the processor, a plurality of pieces of specific advice using the financial assessment determination; prioritizing, using the processor, the plurality of pieces of specific advice in a prioritized advice order using the determined profile of the user, the marital status of the user, an employment status of the user, a number of dependent children of the user, and an age of the user; and providing the prioritized plurality of pieces of specific advice in the prioritized advice order to the user via the computing device of the user from the financial assessment computing device over the network.