CA2641999A1 - Plate-forme d'aide a la prise de decision concue pour faciliter l'utilisation de services de consultation financiers - Google Patents

Plate-forme d'aide a la prise de decision concue pour faciliter l'utilisation de services de consultation financiers Download PDF

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Publication number
CA2641999A1
CA2641999A1 CA002641999A CA2641999A CA2641999A1 CA 2641999 A1 CA2641999 A1 CA 2641999A1 CA 002641999 A CA002641999 A CA 002641999A CA 2641999 A CA2641999 A CA 2641999A CA 2641999 A1 CA2641999 A1 CA 2641999A1
Authority
CA
Canada
Prior art keywords
investment
performance
determining
information
client
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
CA002641999A
Other languages
English (en)
Inventor
Eric S. Smith
Joseph Simko
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Consulting Services Support Corp
Original Assignee
Individual
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Individual filed Critical Individual
Publication of CA2641999A1 publication Critical patent/CA2641999A1/fr
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Operations Research (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
CA002641999A 2006-02-16 2006-02-16 Plate-forme d'aide a la prise de decision concue pour faciliter l'utilisation de services de consultation financiers Abandoned CA2641999A1 (fr)

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/US2006/005364 WO2007106058A2 (fr) 2006-02-16 2006-02-16 Plate-forme d'aide à la prise de décision conçue pour faciliter l'utilisation de services de consultation financiers

Publications (1)

Publication Number Publication Date
CA2641999A1 true CA2641999A1 (fr) 2007-09-20

Family

ID=38509901

Family Applications (1)

Application Number Title Priority Date Filing Date
CA002641999A Abandoned CA2641999A1 (fr) 2006-02-16 2006-02-16 Plate-forme d'aide a la prise de decision concue pour faciliter l'utilisation de services de consultation financiers

Country Status (8)

Country Link
EP (1) EP1984882A4 (fr)
JP (1) JP5113083B2 (fr)
CN (1) CN101529459A (fr)
AU (1) AU2006340069A1 (fr)
BR (1) BRPI0621211A2 (fr)
CA (1) CA2641999A1 (fr)
MX (1) MX2008010523A (fr)
WO (1) WO2007106058A2 (fr)

Families Citing this family (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN106355495A (zh) * 2016-08-31 2017-01-25 苗青 一种导航式智能投顾辅助决策系统

Family Cites Families (8)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JPH11110447A (ja) * 1997-10-06 1999-04-23 Pfps Kenkyukai:Kk 総合ポートフォリオ計画システム
JP2002007690A (ja) * 2000-06-19 2002-01-11 Nec Corp インターネットを用いたポートフォリオの簡易作成方法
US7536332B2 (en) * 2001-02-02 2009-05-19 Rhee Thomas A Real life implementation of modern portfolio theory (MPT) for financial planning and portfolio management
JP2003108775A (ja) * 2001-09-26 2003-04-11 Mizuho Bank Ltd 資産運用情報提供方法及び資産運用情報提供プログラム
US20040133439A1 (en) * 2002-08-21 2004-07-08 Dirk Noetzold Method and system for valuation of complex systems, in particular for corporate rating and valuation
US20040073442A1 (en) * 2002-10-11 2004-04-15 Heyns Herman R. Strategic planning and valuation
JP2005141694A (ja) * 2003-11-10 2005-06-02 Patrick Kawasujii ポートフォリオ作成装置および方法ならびにポートフォリオ作成のためのプログラム
JP2007515017A (ja) * 2003-12-17 2007-06-07 デイビツド ビー ルーパー 投資助言を行う方法およびシステム

Also Published As

Publication number Publication date
MX2008010523A (es) 2008-10-20
WO2007106058A3 (fr) 2009-05-22
EP1984882A2 (fr) 2008-10-29
JP2009527048A (ja) 2009-07-23
AU2006340069A1 (en) 2007-09-20
JP5113083B2 (ja) 2013-01-09
CN101529459A (zh) 2009-09-09
WO2007106058A2 (fr) 2007-09-20
BRPI0621211A2 (pt) 2011-12-06
EP1984882A4 (fr) 2010-11-24

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Legal Events

Date Code Title Description
EEER Examination request
FZDE Discontinued

Effective date: 20161114