Abstract: A method may include receiving a request to create a stored group of users associated with a primary user, the primary user having a user profile stored on server device; in response, presenting a first user interface including a selection element configured to receive a selection of users to include in the stored group; and an input text element configured to receive a label for the stored group; based on data received in the selection element and input text element, generating the stored group; presenting a second user interface including: icon representations of each user in the stored group; and a selectable graphic element configured to present a permission modification interface; and in response to receiving input in the permission modification interface, updating access rights for an account of the accounts of the primary user.

Abstract: A method may include presenting a user interface on a computing device including a first portion configured to receive a selection of a set of subjective attributes associated with financial goals of a user; and a second portion configured to receive a selection of a set of objective attributes the user including a demographic attribute of the user; inputting the set of objective attributes and subjective attributes into a machine learning model; in response to the inputting, receiving an output from the machine learning model; identifying a cluster identifier; querying a datastore using the cluster identifier to receive a set of quantitative financial attributes of a plurality of users associated with the cluster identifier; updating the user interface to present a comparison of the set of quantitative financial attributes of the plurality of users associated with the cluster identifier to the set of quantitative financial attributes for the user.

Abstract: A method may include maintaining a user account of a user associated with a first service; presenting a user interface on a client device identifying a set of selectable services external to the server device; receiving a selection of a second service external to the server device; requesting login credentials of the a user account at the second service; transmitting an account access authorization request using the login credentials, requesting the user account of the user associated with the first service be given read and write permission to the user account at the second service; and in response to the request, receiving an authentication token from the second service granting read and write access to the user account associated with the second service via an interface presented by the first service.