Abstract: Systems and methods for providing financial modeling are provided. A financial modeling method according to the present invention can comprise receiving comprehensive financial data relating to an entity. The financial data can be categorized into a plurality of financial components, which can comprise a protection component, and savings component, and a growth component. An additional step can comprise analyzing the financial data, along with a set of assumptions, to create a financial model based on the plurality of financial components. The method can display a graphical representation of the financial model, and the graphical representation can illustrate an application of one or more of the financial components to the financial data. An update to the financial data or the assumptions can be received and dynamically incorporated into the graphical representation.
Type:
Grant
Filed:
October 8, 2018
Date of Patent:
November 10, 2020
Assignee:
Leap System, Inc.
Inventors:
Robert Castiglione, Christian Castiglione
Abstract: Systems and methods for providing financial modeling are provided. A financial modeling method according to the present invention can comprise receiving comprehensive financial data relating to an entity. The financial data can be categorized into a plurality of financial components, which can comprise a protection component, and savings component, and a growth component. An additional step can comprise analyzing the financial data, along with a set of assumptions, to create a financial model based on the plurality of financial components. The method can display a graphical representation of the financial model, and the graphical representation can illustrate an application of one or more of the financial components to the financial data. An update to the financial data or the assumptions can be received and dynamically incorporated into the graphical representation.
Type:
Grant
Filed:
March 20, 2009
Date of Patent:
October 9, 2018
Assignee:
Leap Systems, Inc.
Inventors:
Robert Castiglione, Christian Castiglione