EP 0922267 A1 19990616 - METHOD OF PERSONAL FINANCIAL PLANNING
Title (en)
METHOD OF PERSONAL FINANCIAL PLANNING
Title (de)
VERFAHREN ZUR PERSÖNLICHEN FINANZIELLEN PLANUNG
Title (fr)
PROCEDE DE PLANIFICATION FINANCIERE PERSONNELLE
Publication
Application
Priority
- US 9715358 W 19970902
- ZA 967373 A 19960830
Abstract (en)
[origin: WO9814902A1] A method of financial planning comprises creating a financial model from data relating to a subject's income, expenses, assets and liabilities. A planning rules database is created from data relating to a preferred financial strategy. First, an unplanned future financial situation of the subject is projected by applying predicted circumstances to the data of the financial model. Then, planning rules selected from the database are applied to the unplanned future financial situation to calculate a planned future financial situation, and the resulting data is displayed for comparison. An allocation and funding routine applies the selected planning rules automatically, but the method also permits iterative alteration of the planned future financial situation, to permit the subject see the effect of particular events on the situation.
IPC 1-7
IPC 8 full level
G06Q 40/00 (2012.01)
CPC (source: EP)
G06Q 40/02 (2013.01)
Designated contracting state (EPC)
AT BE CH DE DK ES FI FR GB GR IE IT LI LU MC NL PT SE
DOCDB simple family (publication)
WO 9814902 A1 19980409; AU 4174497 A 19980424; AU 734783 B2 20010621; CA 2264680 A1 19980409; EP 0922267 A1 19990616; EP 0922267 A4 20010822
DOCDB simple family (application)
US 9715358 W 19970902; AU 4174497 A 19970902; CA 2264680 A 19970902; EP 97939718 A 19970902