AU2002235188A1 - Financial indicator process, system and engine for achieving a financial goal - Google Patents

Financial indicator process, system and engine for achieving a financial goal

Info

Publication number
AU2002235188A1
AU2002235188A1 AU2002235188A AU3518802A AU2002235188A1 AU 2002235188 A1 AU2002235188 A1 AU 2002235188A1 AU 2002235188 A AU2002235188 A AU 2002235188A AU 3518802 A AU3518802 A AU 3518802A AU 2002235188 A1 AU2002235188 A1 AU 2002235188A1
Authority
AU
Australia
Prior art keywords
financial
achieving
engine
goal
indicator process
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
AU2002235188A
Inventor
Richard Barrington
Jeffrey S. Coons
Christopher J. Cummings
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Manning And Napier Advisors Inc
Original Assignee
Manning And Napier Advisors Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Manning And Napier Advisors Inc filed Critical Manning And Napier Advisors Inc
Publication of AU2002235188A1 publication Critical patent/AU2002235188A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Marketing (AREA)
  • Economics (AREA)
  • Development Economics (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
AU2002235188A 2000-12-12 2001-12-11 Financial indicator process, system and engine for achieving a financial goal Abandoned AU2002235188A1 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US09/734,746 2000-12-12
US09/734,746 US20020103733A1 (en) 2000-12-12 2000-12-12 Process, system and financial planning engine for determining at least one financial indicator for use in achieving a particular financial goal
PCT/US2001/047987 WO2002048833A2 (en) 2000-12-12 2001-12-11 Financial indicator process, system and engine for achieving a financial goal

Publications (1)

Publication Number Publication Date
AU2002235188A1 true AU2002235188A1 (en) 2002-06-24

Family

ID=24952917

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2002235188A Abandoned AU2002235188A1 (en) 2000-12-12 2001-12-11 Financial indicator process, system and engine for achieving a financial goal

Country Status (3)

Country Link
US (1) US20020103733A1 (en)
AU (1) AU2002235188A1 (en)
WO (1) WO2002048833A2 (en)

Families Citing this family (31)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CA2440060A1 (en) * 2001-02-09 2002-08-22 Brian Christopher Tarbox Systems and methods for improving investment performance
AU2002240510A1 (en) * 2001-02-20 2002-09-04 American Skandia Life Assurance Corporation System, method and program for providing stabilized annuity payments and control of investments in a variable annuity
US8099350B2 (en) * 2001-04-05 2012-01-17 Elaine G. Ryder Personal or family financial accounting and management system
US7421408B2 (en) 2001-04-05 2008-09-02 Lee Ryder Personal or family financial accounting and management system
US8370242B2 (en) 2001-06-08 2013-02-05 Genworth Financial, Inc. Systems and methods for providing a benefit product with periodic guaranteed minimum income
US8433634B1 (en) 2001-06-08 2013-04-30 Genworth Financial, Inc. Systems and methods for providing a benefit product with periodic guaranteed income
US7398241B2 (en) * 2001-06-08 2008-07-08 Genworth Financial, Inc. Method and system for portable retirement investment
US8781929B2 (en) 2001-06-08 2014-07-15 Genworth Holdings, Inc. System and method for guaranteeing minimum periodic retirement income payments using an adjustment account
US8024248B2 (en) 2001-06-08 2011-09-20 Genworth Financial, Inc. System and method for imbedding a defined benefit in a defined contribution plan
US7158950B2 (en) * 2002-02-05 2007-01-02 Keith A. Snyder Process for creating a financial plan for funding of college education
US7216099B2 (en) * 2002-03-05 2007-05-08 Ibbotson Associates Automatically allocating and rebalancing discretionary portfolios
US7120601B2 (en) 2002-06-18 2006-10-10 Ibbotson Associates, Inc. Optimal asset allocation during retirement in the presence of fixed and variable immediate life annuities (payout annuities)
US20040088236A1 (en) * 2002-10-31 2004-05-06 Manning Kathleen E. Method and apparatus for investment consulting, benefit projection and investment analysis
US8812388B2 (en) * 2003-02-25 2014-08-19 Fiserv Investment Solutions, Inc. Systems and methods for multi-style portfolio (MSP) cash flow enhancement
US8412545B2 (en) 2003-09-15 2013-04-02 Genworth Financial, Inc. System and process for providing multiple income start dates for annuities
US7711628B2 (en) * 2004-03-05 2010-05-04 Cantor Index Llc System and method for offering intraday wagering in a financial market environment
US8566191B2 (en) * 2005-07-05 2013-10-22 Fmr Llc Generating an annuity payment using a dynamic asset allocation investment
US7647261B2 (en) * 2005-09-15 2010-01-12 Integrated Finance Limited Method and apparatus for retirement income planning
US20070106586A1 (en) * 2005-11-07 2007-05-10 Steven Mack System and method for monitoring physical assets
US8892467B1 (en) 2006-01-27 2014-11-18 Guardian Life Insurance Company Of America Interactive systems and methods for supporting financial planning related activities
US8930253B1 (en) 2006-01-27 2015-01-06 The Guardian Life Insurance Company Of America Interactive systems and methods for estate planning related activities
US8073714B1 (en) 2006-01-27 2011-12-06 The Guardian Life Insurance Company Of America Interactive systems and methods for insurance-related activities
US8185463B1 (en) 2006-01-27 2012-05-22 The Guardian Life Insurance Company Of America Interactive systems and methods for insurance-related activities
US20100004957A1 (en) * 2006-01-27 2010-01-07 Robert Ball Interactive system and methods for insurance-related activities
US8756127B2 (en) * 2006-01-30 2014-06-17 Nextcapital Group, Inc. Pool-based system for organizing and measuring personalized financial management techniques
US7711626B2 (en) * 2006-06-30 2010-05-04 Checkfree Corporation Systems, methods, and computer program products for adjusting the assets of an investment account
USD768157S1 (en) 2006-08-25 2016-10-04 The Guardian Life Insurance Company Of America Computer screen with a graphical user interface for a financial system
US20080281623A1 (en) * 2007-05-11 2008-11-13 Snyder Wesley A Method for creating an educational supplemental plan
US8612263B1 (en) 2007-12-21 2013-12-17 Genworth Holdings, Inc. Systems and methods for providing a cash value adjustment to a life insurance policy
US20090204531A1 (en) * 2008-02-11 2009-08-13 John Johnson Financial management and professional referral software
US20100306127A1 (en) * 2009-06-02 2010-12-02 Dan Weinberger Retirement income selector systems and methods

Family Cites Families (13)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US4750121A (en) * 1985-10-03 1988-06-07 Halley Gustavo M Pension benefits system
US6012043A (en) * 1996-09-09 2000-01-04 Nationwide Mutual Insurance Co. Computerized system and method used in financial planning
US5878405A (en) * 1996-09-25 1999-03-02 Coordinated Data Services, Inc. Pension planning and liquidity management system
US5956691A (en) * 1997-01-07 1999-09-21 Second Opinion Financial Systems, Inc. Dynamic policy illustration system
US6085174A (en) * 1997-09-23 2000-07-04 Edelman; Ric Computer assisted and/or implemented process and architecture for administering an investment and/or retirement program
US6119104A (en) * 1997-11-24 2000-09-12 Keycorp Composite banking desktop system
US6021397A (en) * 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system
US5918217A (en) * 1997-12-10 1999-06-29 Financial Engines, Inc. User interface for a financial advisory system
US20020091604A1 (en) * 1999-11-05 2002-07-11 David B. Loeper Method, system and computer program for auditing finanacial plans
US6985880B1 (en) * 1999-03-01 2006-01-10 Seligman Advisors, Inc. Method of risk management and of achieving a recommended asset allocation and withdrawal strategy, and computer-readable medium, apparatus and computer program thereof
US7149713B2 (en) * 1999-06-09 2006-12-12 The Vanguard Group, Inc. System and method for automating investment planning
US6947904B1 (en) * 1999-07-30 2005-09-20 Macey-Holland & Co., Llc System and method for incorporating mortality risk in an investment planning model
AU2001255424A1 (en) * 2000-04-17 2001-10-30 William R. Corrin A system for relating investment account information to an inves tment objective

Also Published As

Publication number Publication date
WO2002048833A2 (en) 2002-06-20
US20020103733A1 (en) 2002-08-01
WO2002048833A3 (en) 2003-04-17

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