Invention Grant
US08719076B2 Finance diagnostic tool 有权
财务诊断工具

Finance diagnostic tool
Abstract:
A method of providing financial advice that includes presenting financial related questions to a user, recording answers to the presented questions and preparing and displaying an advice report by simultaneously displaying one of the recorded answers and a benchmark that represents a predetermined level of practice corresponding to the one of the recorded answers, wherein advice on how to achieve a desired level of practice is rendered by such simultaneous displaying. Providing advice to the user based on the advice report so that the user achieves the desired level of practice.
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