Invention Grant
US08090594B2 Systems and methods for directing recurring financial transfer operations 有权
指导经常性财务转移业务的系统和方法

Systems and methods for directing recurring financial transfer operations
Abstract:
The present invention provides systems and methods for implementing variable financial plans. The methods can include identifying an account, and accessing an account planning tool. Characteristics associated with the account are presented to the account planning tool, and an account plan is developed using the planning tool. Based at least in part on the account plan, a funds transfer is facilitated from a source of funds to the account. Activity in the account is monitored, and the account plan is modified in response to activity detected in the account plan.
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