| By Jim Bruene on April 11, 1997 4:02 PM | Comments (0) |
Here are a few ideas for how to add value online for financial planning:
Web-based services:
- analyze users’ PFM files and make recommendations (post-OFX implementation; fall ’97)
- store previous calculation input/output
- financial profiling with stored results
- evaluation of financial profile by an expert
- asset allocation recommendations
- tax estimator; from user input or PFM file
- retirement planning recommendations
- debt reduction advice based on user profile
E-mail/push services:
- notification when assets need to be reallocated according to user’s preset model
- notification when variables in stored calculations change (e.g. notification to users of the refi calculator that interest rates have dropped, or a new loan program has been added, etc.)
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