Abstract: Various examples are directed to computer-implemented systems and methods for providing a triage tool for investment advising. A method includes displaying, by a processor of a computer, an image on a graphical user interface (GUI) of a device of a user. The image includes information related to financial account management for the user. Input options are provided to the user on the GUI including at least two directional swipe input options to obtain the user's positive or negative response to the image. The processor receives the user's response to the input options, and determines a profile of the user based on the user's response to the input options. The processor provides directed financial investment advice and tailored financial products, based on the profile of the user, to increase applicability and effectiveness of wealth management for the user.

Abstract: Apparatuses, methods, and computer program products are provided for responsive transactions. An example method includes receiving device data of a first user device associated with a first user and determining a critical event of the first user based upon the device data. The method further includes acquiring financial profile parameters of a first user profile associated with the first user and generating a responsive financial transaction based upon the critical event and the financial profile parameters. The method also include effectuating the responsive financial transaction and/or generate a user notification that includes the responsive financial transaction.

Abstract: Various examples are directed to computer-implemented systems and methods for providing a triage tool for investment advising. A method includes displaying by a processor of a computer, an image on a graphical user interface (GUI) of a device of a user. The image includes information related to financial account management for the user. Input options are provided to the user on the GUI including at least two directional swipe input options to obtain the user's positive or negative response to the image. The processor receives the user's response to the input options, and determines a profile of the user based on the user's response to the input options. The processor provides directed financial investment advice and tailored financial products, based on the profile of the user, to increase applicability and effectiveness of wealth management for the user.