WO2001033476A8 - A financial planning and counseling system projecting user cash flow - Google Patents

A financial planning and counseling system projecting user cash flow

Info

Publication number
WO2001033476A8
WO2001033476A8 PCT/US2000/041872 US0041872W WO0133476A8 WO 2001033476 A8 WO2001033476 A8 WO 2001033476A8 US 0041872 W US0041872 W US 0041872W WO 0133476 A8 WO0133476 A8 WO 0133476A8
Authority
WO
WIPO (PCT)
Prior art keywords
cash flow
financial planning
counseling system
system projecting
user cash
Prior art date
Application number
PCT/US2000/041872
Other languages
French (fr)
Other versions
WO2001033476A2 (en
WO2001033476A9 (en
Inventor
Ronald E Sloan
Stephen B Slutsky
Original Assignee
Accenture Llp
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 Accenture Llp filed Critical Accenture Llp
Priority to AU30782/01A priority Critical patent/AU3078201A/en
Priority to CA002390010A priority patent/CA2390010A1/en
Priority to EP00990978A priority patent/EP1358588A2/en
Publication of WO2001033476A2 publication Critical patent/WO2001033476A2/en
Publication of WO2001033476A9 publication Critical patent/WO2001033476A9/en
Publication of WO2001033476A8 publication Critical patent/WO2001033476A8/en

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
    • G06Q40/08—Insurance

Landscapes

  • Business, Economics & Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Engineering & Computer Science (AREA)
  • Development Economics (AREA)
  • Economics (AREA)
  • Marketing (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)
PCT/US2000/041872 1999-11-01 2000-11-01 A financial planning and counseling system projecting user cash flow WO2001033476A2 (en)

Priority Applications (3)

Application Number Priority Date Filing Date Title
AU30782/01A AU3078201A (en) 1999-11-01 2000-11-01 A financial planning and counseling system projecting
CA002390010A CA2390010A1 (en) 1999-11-01 2000-11-01 A financial planning and counseling system projecting
EP00990978A EP1358588A2 (en) 1999-11-01 2000-11-01 A financial planning and counseling system projecting

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US43166899A 1999-11-01 1999-11-01
US09/431,668 1999-11-01
US58027300A 2000-05-25 2000-05-25
US09/580,273 2000-05-25

Publications (3)

Publication Number Publication Date
WO2001033476A2 WO2001033476A2 (en) 2001-05-10
WO2001033476A9 WO2001033476A9 (en) 2002-08-15
WO2001033476A8 true WO2001033476A8 (en) 2003-08-28

Family

ID=27029153

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2000/041872 WO2001033476A2 (en) 1999-11-01 2000-11-01 A financial planning and counseling system projecting user cash flow

Country Status (4)

Country Link
EP (1) EP1358588A2 (en)
AU (1) AU3078201A (en)
CA (1) CA2390010A1 (en)
WO (1) WO2001033476A2 (en)

Families Citing this family (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US8930253B1 (en) 2006-01-27 2015-01-06 The Guardian Life Insurance Company Of America Interactive systems and methods for estate planning 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
US8073714B1 (en) 2006-01-27 2011-12-06 The Guardian Life Insurance Company Of America Interactive systems and methods for insurance-related activities
US8892467B1 (en) 2006-01-27 2014-11-18 Guardian Life Insurance Company Of America Interactive systems and methods for supporting financial planning related activities
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

Also Published As

Publication number Publication date
WO2001033476A2 (en) 2001-05-10
EP1358588A2 (en) 2003-11-05
WO2001033476A9 (en) 2002-08-15
AU3078201A (en) 2001-05-14
CA2390010A1 (en) 2001-05-10

Similar Documents

Publication Publication Date Title
WO2003017168A8 (en) A financial planning and counseling system projecting user cash flow
AU2002254457A1 (en) A personal or family financial accounting and management system
AU2002332508A1 (en) Financial modeling and counseling system
AU1757501A (en) Financial transaction system
AU2001243530A1 (en) Routing methods and systems for increasing payment transaction volume and profitability
AU3496700A (en) Interactive point access financial and information system
AU2002259308A1 (en) Methods and systems for portfolio cash flow valuation
AU2001238581A1 (en) Methods and systems for providing transaction data
AU2001266628A1 (en) Biometric financial transaction system and method
AU2003279065A1 (en) Merchant cash payment systems and methods
AU2002332509A1 (en) Automated coaching for a financial modeling and counseling system
AU2454401A (en) Facilitating a transaction between a merchant and a buyer
AU7357100A (en) Transaction and account management system
AU2001280964A1 (en) An interactive pos transaction system
AU1721601A (en) A system and method for conducting a financial transaction
WO2001033476A8 (en) A financial planning and counseling system projecting user cash flow
AU7436700A (en) A financial risk and exposure management system
AU4817300A (en) A banking card associated with a cash account
AU2001255419A1 (en) Financial transaction card
AU2923601A (en) Methods and systems for providing and displaying information on a keyboard
AU2002324668A1 (en) A financial planning and counseling system projecting user cash flow
AU2001263510A1 (en) System and method for reporting transaction information in a card-based transaction
AU2058301A (en) Customer interface for orders and payments
AU2002351565A1 (en) A lease transaction management and accounting system
AU1606601A (en) Cash payment system

Legal Events

Date Code Title Description
AK Designated states

Kind code of ref document: A2

Designated state(s): AE AG AL AM AT AU AZ BA BB BG BR BY BZ CA CH CN CU CZ DE DK DM DZ EE ES FI GB GE GH GM HR HU ID IL IS JP KE KG KP KR KZ LC LK LR LS LT LU LV MD MG MK MN MW MX MZ NO NZ PL PT RO RU SD SE SG SI SK SL TJ TM TR TT TZ UA UG UZ VN YU ZA ZW

AL Designated countries for regional patents

Kind code of ref document: A2

Designated state(s): GH GM KE LS MW MZ SD SL SZ TZ UG ZW AM AZ BY KG KZ MD RU TJ TM AT BE CH CY DE DK ES FI FR GB GR IE IT LU MC NL PT SE TR BF BJ CF CG CI CM GA GN GW ML MR NE SN TD TG

121 Ep: the epo has been informed by wipo that ep was designated in this application
DFPE Request for preliminary examination filed prior to expiration of 19th month from priority date (pct application filed before 20040101)
WWE Wipo information: entry into national phase

Ref document number: 2390010

Country of ref document: CA

WWE Wipo information: entry into national phase

Ref document number: 2000990978

Country of ref document: EP

COP Corrected version of pamphlet

Free format text: PAGE 1, DESCRIPTION, REPLACED BY A NEW PAGE 1 (WITH AN UPDATED VERSION OF THE PAMPHLET FRONT PAGE);PAGES 1/21-21/21, DRAWINGS, REPLACED BY NEW PAGES 1/21-21/21

REG Reference to national code

Ref country code: DE

Ref legal event code: 8642

D17 Declaration under article 17(2)a
WWP Wipo information: published in national office

Ref document number: 2000990978

Country of ref document: EP

WWW Wipo information: withdrawn in national office

Ref document number: 2000990978

Country of ref document: EP