The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Oct. 19, 2010
Filed:
Nov. 01, 2000
Ronald E. Sloan, Toronto, CA;
Stephen B. Slutsky, Toronto, CA;
Ronald E. Sloan, Toronto, CA;
Stephen B. Slutsky, Toronto, CA;
Accenture, LLP, Chicago, IL (US);
Abstract
The present invention is a graphical user interface within the context of a financial planning and management system and method. The model consists of a user intention modeling module and an investment planning module. The graphical user interface displays a model and many of its related characteristics simultaneously and allows the user to interactively manipulate the model by selecting various function and mode icons. Furthermore, the user may accesses both a live advisor and an automated coach through the graphical user interface by selecting one of several communication icons.