公开(公告)号：US20210090191A1

公开(公告)日：2021-03-25

申请号：US15603083

申请日：2017-05-23

申请人： Wells Fargo Bank, N.A.

发明人： Tracy W. Chan ,  Haritha Devarajan ,  Ellen Fabini ,  Jennifer Greene ,  Darius Miranda ,  Marria Rhodriquez

IPC分类号： G06Q50/18 ,  G06N5/02

摘要： A system, method, and apparatus for offering estate planning prediction and recommendation services to a client using a server system including a processor and a memory having instructions stored in non-transitory machine-readable media, the instructions executable by the processor, is provided. The server system is structured to receive information relating to one or more assets of a client, monitor a health status of the client, determine a redistribution plan for the one or more assets of the client, based on the health status of the client, and redistribute the one or more assets of the client according to the redistribution plan.