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1. (WO2017034609) PROVISIONING AN INTERACTIVE FINANCIAL WELLNESS AND ASSET MANAGEMENT SERVICE VIA A NETWORK

Pub. No.:    WO/2017/034609    International Application No.:    PCT/US2016/000070
Publication Date: Fri Mar 03 00:59:59 CET 2017 International Filing Date: Tue Aug 30 01:59:59 CEST 2016
IPC: G06Q 40/00
G06Q 40/02
G06Q 40/06
Applicants: PARABOLA, LLC
Inventors: HATTER, Joshua, G.
LEMIRE, Ryan, Robert
Title: PROVISIONING AN INTERACTIVE FINANCIAL WELLNESS AND ASSET MANAGEMENT SERVICE VIA A NETWORK
Abstract:
A server device may receive a request to access a financial service; obtain first information identifying assets, liabilities and financial goals of the user; obtain second information identifying accounts owned by the user; generate first financial information based on the first information and the second information; determine whether a first financial goal has been attained based on the first financial information; determine future values associated with a second time that occurs in the future, for the accounts, assets or liabilities; generate second financial information based on the future values; determine whether a second financial goal can be obtained, by the second time, based on comparing the second financial information to the first information; and output the first financial information, the second financial information and a notification indicating whether the first financial goal has been attained or whether the second financial goal can be attained by the second time.