Abstract: A system and method for presenting a financial simulation is provided having a computing device with a graphical user interface, and the simulation providing a plurality of turns during which an option is provided, for each of the plurality of turns, to have a simulated amount invested into a simulated investment account; sold from the simulated investment account and directed to a simulated non-investment account; or directed to a simulated non-investment account, whereupon any existing invested amount remains in the simulated investment account; and each of the plurality of turns has a simulated market return applied to the simulated investment account to provide a new simulated investment account amount.

Abstract: An investment management system is provided and includes a single general user interface; and a computer connected to the single general user interface and having: a computer readable storage device having a database module for collecting, storing, and linking data associated with a user financial profile and performance of a user account; and a central processing unit connected to the single general user interface and the computer readable storage device, and running a plurality of core modules running: a manner for inputting user provided information selected from the group consisting of personality traits, financial experience, financial goals, and combinations thereof; and means for presenting a simulated list of user compatible virtual trustee advisors; and means for input for a user to select a user determined board of virtual trustees from the provided list of virtual trustee advisors and that correspond with a determined user profile from user information.

Abstract: A system and method for presenting a financial simulation is provided having a computing device with a graphical user interface, and the simulation providing a plurality of turns during which an option is provided, for each of the plurality of turns, to have a simulated amount invested into a simulated investment account; sold from the simulated investment account and directed to a simulated non-investment account; or directed to a simulated non-investment account, whereupon any existing invested amount remains in the simulated investment account; and each of the plurality of turns has a simulated market return applied to the simulated investment account to provide a new simulated investment account amount.

Abstract: An interactive map display is provided. The interactive map display has at least one computer processing unit element including a general user interface, a server having a plurality of modules, including: a map display module displaying an interactive map on the general user interface; an icon display module displaying a plurality of icons representing a plurality of entities of a common grouping and positioned within the interactive map, each icon of the plurality of icons is indicative of a single entity of plurality of entities and has a primary icon element displaying static information and includes location and categorial data about the single entity; and a secondary icon element displaying dynamic information through a visual depiction of changing data values relating to the single entity and in contrast to the plurality of entities; and a select module that allows a user to select one of the plurality of icons.

Abstract: An investment learning system is provided and includes a personal computer device having a single general user interface and a central processing unit and a performance management server connected to the personal computer device and having a non-transitory computer readable storage device having a database module for calculating and displaying simulated investment snapshot for a custom investment period utilizing historical data and user controlled inputs, and a central processing unit connected to the personal computer device and the computer readable storage device, and running a plurality of core modules to map and link individual action items to calculate and generate integrated financial and managerial summaries. The plurality of core modules include a first input module to select a time period and a result module to generate simulated financial results based on historical events during that selected time period.

Abstract: In an embodiment, there is provided a savings simulation system, having: a single general user interface; and a computer connected to the single general user interface and having: a computer readable storage device having a database module for collecting, storing, and linking data associated with financial performance of a user account; and a central processing unit connected to the single general user interface and the computer readable storage device, and running a plurality of core modules running: a means for input for a user to select: a locality; a profession; a lifestyle choice; a selected number of years of run simulation; and a user's personal savings goal; a means for retrieving real-time income and cost of living expense data from a third party based on the user input of a selected locality, profession, and lifestyle choice; a means for presenting a simulated scenario modeling a financial outcome based on the user inputs and real-time income and cost of living expense data; and a means for

Abstract: An investment learning system is provided having a single general user interface; and a computer connected to the single general user interface and having: a computer readable storage device having a database module for collecting, storing, and linking data associated with historical financial performance data of a market fund; a central processing unit connected to the single general user interface and the computer readable storage device, and running a plurality of core modules to display a progression of at least one of account values, graphics, audible or text feedback representing the financial performance of a user simulated account through a simulation, the plurality of core modules used to perform the simulation include: a user contribution selection module for setting an initial amount to invest in the simulated account in numerical value, and a periodic contribution amount to invest in the simulated account in numerical value; a time frame module configured to set a length of time period repres

Abstract: A regulatory compliance system is provided and generally includes an investment module and a suitability module means. The investment module is provided for user input of user authentication and an investment request related to year of retirement, the investment module includes a means for submitting a user questionnaire form required for regulatory compliance of the investment request. The suitability module means provides verification of the questionnaire form data of the user and authorizes completion of the investment request in view of the year of retirement.

Abstract: An investor feedback system is provided having a single general user interface; and a computer connected to the single general user interface and having: a computer readable storage device having a database module for collecting, storing, and linking data associated with financial performance of a user account; a central processing unit connected to the single general user interface and the computer readable storage device, and running a plurality of core modules to display a progressive series of images for an action element representing the financial performance of the user monetary account, the plurality of core modules include: a user goal selection module configured to allow a user to set a financial goal for the monetary account in numerical value; and a data display module configured to present a graphical representation of financial performance of the financial goal in view of current status of the monetary account.