EP 1228473 A1 20020807 - A USER INTERFACE FOR A FINANCIAL MODELING SYSTEM
Title (en)
A USER INTERFACE FOR A FINANCIAL MODELING SYSTEM
Title (de)
BENUTZERSCHNITTSTELLE FÜR EIN SYSTEM ZUR FINANZIELLEN MODELLBILUNG
Title (fr)
INTERFACE UTILISATEUR POUR SYSTEME DE MODELE FINANCIER
Publication
Application
Priority
- US 0041855 W 20001101
- US 43168499 A 19991101
- US 57985200 A 20000525
Abstract (en)
[origin: WO0167334A2] 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 access both a live advisor and an automated coach through the graphical user interface by selecting one of several communication icons.
IPC 1-7
IPC 8 full level
G06Q 40/00 (2012.01)
CPC (source: EP)
G06Q 40/08 (2013.01)
Designated contracting state (EPC)
AT BE CH CY DE DK ES FI FR GB GR IE IT LI LU MC NL PT SE TR
DOCDB simple family (publication)
WO 0167334 A2 20010913; WO 0167334 A8 20020530; AU 3641601 A 20010917; CA 2390006 A1 20010913; EP 1228473 A1 20020807
DOCDB simple family (application)
US 0041855 W 20001101; AU 3641601 A 20001101; CA 2390006 A 20001101; EP 00991933 A 20001101