A METHOD OF IMPLEMENTING A FINANCIAL WELLNESS PROGRAMME AND A SYSTEM THEREFOR

• Main Authors: SEGAL, DARREN, HUTCHINSON-KEIP, ROBERT
• Format: Patent
• Language: English; French
• Published: 13.06.2013
• Subjects: CALCULATING; COMPUTING; COUNTING; DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES; PHYSICS; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR

A system and method of implementing a financial management programme includes defining a plurality of financial management programme areas and receiving data relating to the financial compliance of an individual or organisation in each of the financial management programme areas. The data is stored...