EP1984882A4 - Zur ermöglichung von finanzkonsultationsdiensten konfigurierte entscheidungshilfsplattform - Google Patents
Zur ermöglichung von finanzkonsultationsdiensten konfigurierte entscheidungshilfsplattformInfo
- Publication number
- EP1984882A4 EP1984882A4 EP06720797A EP06720797A EP1984882A4 EP 1984882 A4 EP1984882 A4 EP 1984882A4 EP 06720797 A EP06720797 A EP 06720797A EP 06720797 A EP06720797 A EP 06720797A EP 1984882 A4 EP1984882 A4 EP 1984882A4
- Authority
- EP
- European Patent Office
- Prior art keywords
- platform configured
- assistance platform
- consulting services
- decision assistance
- facilitating financial
- 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.)
- Withdrawn
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)
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| PCT/US2006/005364 WO2007106058A2 (en) | 2006-02-16 | 2006-02-16 | Decision assistance platform configured for facilitating financial consulting services |
Publications (2)
| Publication Number | Publication Date |
|---|---|
| EP1984882A2 EP1984882A2 (de) | 2008-10-29 |
| EP1984882A4 true EP1984882A4 (de) | 2010-11-24 |
Family
ID=38509901
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| EP06720797A Withdrawn EP1984882A4 (de) | 2006-02-16 | 2006-02-16 | Zur ermöglichung von finanzkonsultationsdiensten konfigurierte entscheidungshilfsplattform |
Country Status (8)
| Country | Link |
|---|---|
| EP (1) | EP1984882A4 (de) |
| JP (1) | JP5113083B2 (de) |
| CN (1) | CN101529459A (de) |
| AU (1) | AU2006340069A1 (de) |
| BR (1) | BRPI0621211A2 (de) |
| CA (1) | CA2641999A1 (de) |
| MX (1) | MX2008010523A (de) |
| WO (1) | WO2007106058A2 (de) |
Families Citing this family (1)
| 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)
| 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 |
| WO2005059709A2 (en) * | 2003-12-17 | 2005-06-30 | Loeper David B | Method and system for financial advising |
-
2006
- 2006-02-16 EP EP06720797A patent/EP1984882A4/de not_active Withdrawn
- 2006-02-16 BR BRPI0621211-5A patent/BRPI0621211A2/pt not_active IP Right Cessation
- 2006-02-16 CA CA002641999A patent/CA2641999A1/en not_active Abandoned
- 2006-02-16 AU AU2006340069A patent/AU2006340069A1/en not_active Abandoned
- 2006-02-16 CN CN200680052884A patent/CN101529459A/zh active Pending
- 2006-02-16 WO PCT/US2006/005364 patent/WO2007106058A2/en not_active Ceased
- 2006-02-16 JP JP2008555209A patent/JP5113083B2/ja not_active Expired - Fee Related
- 2006-02-16 MX MX2008010523A patent/MX2008010523A/es not_active Application Discontinuation
Non-Patent Citations (1)
| Title |
|---|
| No further relevant documents disclosed * |
Also Published As
| Publication number | Publication date |
|---|---|
| CA2641999A1 (en) | 2007-09-20 |
| CN101529459A (zh) | 2009-09-09 |
| WO2007106058A3 (en) | 2009-05-22 |
| EP1984882A2 (de) | 2008-10-29 |
| AU2006340069A1 (en) | 2007-09-20 |
| BRPI0621211A2 (pt) | 2011-12-06 |
| JP5113083B2 (ja) | 2013-01-09 |
| JP2009527048A (ja) | 2009-07-23 |
| WO2007106058A2 (en) | 2007-09-20 |
| MX2008010523A (es) | 2008-10-20 |
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Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| PUAI | Public reference made under article 153(3) epc to a published international application that has entered the european phase |
Free format text: ORIGINAL CODE: 0009012 |
|
| 17P | Request for examination filed |
Effective date: 20080818 |
|
| AK | Designated contracting states |
Kind code of ref document: A2 Designated state(s): AT BE BG CH CY CZ DE DK EE ES FI FR GB GR HU IE IS IT LI LT LU LV MC NL PL PT RO SE SI SK TR |
|
| AX | Request for extension of the european patent |
Extension state: AL BA HR MK YU |
|
| R17D | Deferred search report published (corrected) |
Effective date: 20090522 |
|
| REG | Reference to a national code |
Ref country code: HK Ref legal event code: DE Ref document number: 1126022 Country of ref document: HK |
|
| A4 | Supplementary search report drawn up and despatched |
Effective date: 20101026 |
|
| 17Q | First examination report despatched |
Effective date: 20120214 |
|
| 17Q | First examination report despatched |
Effective date: 20120301 |
|
| STAA | Information on the status of an ep patent application or granted ep patent |
Free format text: STATUS: THE APPLICATION IS DEEMED TO BE WITHDRAWN |
|
| 18D | Application deemed to be withdrawn |
Effective date: 20120712 |
|
| REG | Reference to a national code |
Ref country code: HK Ref legal event code: WD Ref document number: 1126022 Country of ref document: HK |