Lifestyle Management Platform

Financial / Social communities talking about Life Planning, Retirement Planning, Investment Planning. Well, you can’t separate the ‘whole’ to fragments by pretending that they independent from each other. So, we came up with “Lifestyle Management Platform”

In the platform we address major unmet needs of crucial demographic segments consisting of millions of potential clients.

The platform generates and suggests lifestyle solutions. The technology is based on cybernetic and artificial intelligence design principles and deploys customer specific optimization criteria. Two US utility patents are pending.

One of the critical differentiating features of the platform is the new way of attracting customers (not attempted before in traditional financial/retirement planning).

The platform addresses profitability by using multiple organic income streams with weighted potentials. It enables us to provide planning as part of our service free of charge, as a portion of a comprehensive fee-based approach to asset and liability management.

You can think of our platform as a top layer managing traditional layers underneath. Our approach helps us not merely to replicate traditional approaches but rather to transcend some of their limitations.

Patent Pending

“SYSTEM FOR RETIREMENT ADAPTIVE CONTROL AND OPTIMIZATION”

Inventor: Edward B. Rotenberg

Filed: 20-MAR-2018

Application Number: 62645792

Unites States Patent and Trademark Office

 

Patent Pending

“THE METHODS AND FRAMEWORKS FOR MANAGING DIVERSE PERSONAL PORTFOLIO”

Inventor: Edward B. Rotenberg

Filed: 26-AUG-2017

Application Number: 62550621

Unites States Patent and Trademark Office