Financial modeling systems and methods

A method for modeling financial data, the method comprising:

• receiving, at a processor, a user's responses to a financial questionnaire;
• automatically importing, by the processor, the user's responses to the financial questionnaire into a financial model, the financial model having a plurality of financial components, including at least two distinct and explicitly identified financial components;
• receiving, by the processor, a set of assumptions relating to the financial model;
• outputting, by the processor and for display, a graphical representation of the financial model, the graphical representation illustrating application of one or more of the plurality of financial components to at least a portion of the user's responses and at least a portion of the set of assumptions;
• dividing, by the processor, each of the plurality of financial components into a respective plurality of sub-components;
• for at least one of the plurality of financial components, outputting, by the processor and for display, a graphical representation of the plurality of sub-components associated with a respective financial component, each respective sub-component of the associated plurality of sub-components being represented in a respective cell of a grid,
• wherein the grid has a plurality of rows and a plurality of columns,
• wherein the graphical representations of the associated plurality of sub-components are arranged inside the grid according to a predetermined hierarchical pattern, and
• wherein the graphical representations of the associated plurality of sub-components are color-coded according to a predetermined scheme wherein, for a benchmark associated with a particular respective sub-component, a first color indicates that that the particular respective sub-component passed the benchmark, a second color indicates that the particular respective sub-component received borderline results for the benchmark, and a third color indicates that the particular respective sub-component failed the benchmark;
• and
• responsive to receiving, at the processor, an update to the user's responses and the set of assumptions, outputting, by the processor and for display, a dynamically updated graphical representation of the financial model based on the received update, the dynamically updated graphical representation of the financial model including simulating a move of funds by:
• graphically depicting removal of a value of the funds from a first displayed sub-component;
• and
• graphically depicting movement of the value of the funds between the first displayed sub-component and a second displayed sub-component by:
• illustrating physical motion, from the first displayed sub-component to the second displayed sub-component, of a graphical depiction of the value of the funds across a display;
• and
• graphically depicting combining the value of the funds with a value in the second displayed sub-component.