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OwnerDan Weinberger, Alan Assner +2inventors
InventorsDan Weinberger, Alan Assner, Lisa Kuklinski-Ramirez, Joseph Holt McGee
Estimating the term…
The disclosed technology provides systems and methods that provide investors with a product category allocation based on the investor's preferences regarding asset flexibility and guaranteed income. Whereas existing technologies focus on risk and evaluate how an investor's tolerance for risk impacts particular investment choices, the disclosed technology makes no investment choices when it presents a product category allocation to an investor. The product category allocation is presented to the investor on the basis of the investor's preferences regarding asset flexibility and guaranteed income. The product category allocation includes one or more product categories that guarantee income and one or more flexible asset categories. The disclosed technology also provides a computer executing software, where the executed software causes the computer to provide investors with a product category allocation based on the investor's preferences regarding asset flexibility and guaranteed income.
A computer implemented method of determining a product purchase plan that includes at least one product that guarantees income, the method comprising:
A computer executing software for determining a product purchase plan that includes at least one product that guarantees income, wherein the executed software causes the computer to perform steps comprising:
Dependencies are inferred from the claim text.