concept prototype

concept rototype

start

user opens process through financial institutions platform

process is always the same. Though, the financial institutions can all have the process appear different on their platforms

prep

user inputs all necessary initial personal information

process instantly inputs this information into a database that is programmed to know the best solutions for the individualized user

investments

user is prompted to a comparison chart

401k bonds

stocks

investments

a summary of what their input information currently looks like [graphical]

401k bonds

stocks

background check is done to insure that the user is not lying about it being their first initital attempt at getting their personal financial porfolio into fruition

a summary of what their financial portfolio could be with the generated selection from the database [graphical] any section can be chosen (not in any particular order)

401k

user is promted to their 401k selection(s)

bonds stocks

user is promted to their stock & bonds selection(s)

investments

user is promted to their invesment option(s)

process prompts user with ideal option for them to select based off their finances, job, debts, risk tolerances, etc. -

explanations are available on an icon/as an additional drop down if user wants to un derstand why this is the best choice for them - in mini summaries that are quick to read

process prompts user with the best selections for them that are safe choices. the prompt will then show riskier choices they can selecet if they wish to

explanations are available on an icon/as an additional drop down if user wants to understand more about their stock & bonds options and an easy

process prompts user with the best selections for them and then gives them an option for ETFs

explanations are available on an icon/as an additional drop down if user wants to understand more about their stock options and an easy