Abstract: A prediction system includes memory hardware configured to store instructions and processor hardware configured to execute the instructions stored by the memory hardware. The instructions include receiving a first set of inputs that indicate objectives, receiving a second set of inputs corresponding to a set of quantitative information, receiving a set of responses, generating a first prediction, and generating a set of actions. The instructions include, for each action, determining a respective parameter. Determining the respective parameter includes performing simulations to generate a set of outcomes and generating a comparison of the set of outcomes to the set of objectives. The instructions include, for each action, generating a respective score. Generating the respective score based is on a first score segment and a second score segment. The instructions include, generating a second prediction based on the set of objectives, the set of quantitative information, and a selected action.

Abstract: Described herein is a financial planning system that comprises a Strategic Advice Manager (SAM) module that utilizes an artificial intelligence (AI) module to automate and optimize the financial planning decision-making process, reducing the margin of error created by depending solely on a human-advisor and reducing the time required to build a financial plan, as discussed herein. That is, the financial planning system incorporates artificial intelligence techniques to analyze client inputs and select appropriate financial strategies based on the analysis of the inputs.