WO2005059709A3 - Method and system for financial advising - Google Patents
Method and system for financial advising Download PDFInfo
- Publication number
- WO2005059709A3 WO2005059709A3 PCT/US2004/042072 US2004042072W WO2005059709A3 WO 2005059709 A3 WO2005059709 A3 WO 2005059709A3 US 2004042072 W US2004042072 W US 2004042072W WO 2005059709 A3 WO2005059709 A3 WO 2005059709A3
- Authority
- WO
- WIPO (PCT)
- Prior art keywords
- client
- goals
- investment
- risk
- ideal
- Prior art date
Links
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR 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
Abstract
Priority Applications (8)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
AU2004300218A AU2004300218B2 (en) | 2003-12-17 | 2004-12-15 | Method and system for financial advising |
NZ546616A NZ546616A (en) | 2003-12-17 | 2004-12-15 | Method and system for financial advising |
MXPA06005624A MXPA06005624A (en) | 2003-12-17 | 2004-12-15 | Method and system for financial advising. |
JP2006545366A JP2007515017A (en) | 2003-12-17 | 2004-12-15 | Method and system for providing investment advice |
EP04814277A EP1695279A4 (en) | 2003-12-17 | 2004-12-15 | Method and system for financial advising |
CA002540003A CA2540003A1 (en) | 2003-12-17 | 2004-12-15 | Method and system for financial advising |
IL174473A IL174473A0 (en) | 2003-12-17 | 2006-03-21 | Method and system for financial advising |
AU2010201911A AU2010201911B2 (en) | 2003-12-17 | 2010-05-12 | Method and system for financial advising |
Applications Claiming Priority (2)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US53014403P | 2003-12-17 | 2003-12-17 | |
US60/530,144 | 2003-12-17 |
Publications (2)
Publication Number | Publication Date |
---|---|
WO2005059709A2 WO2005059709A2 (en) | 2005-06-30 |
WO2005059709A3 true WO2005059709A3 (en) | 2005-09-15 |
Family
ID=34700100
Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
PCT/US2004/042072 WO2005059709A2 (en) | 2003-12-17 | 2004-12-15 | Method and system for financial advising |
Country Status (9)
Country | Link |
---|---|
EP (1) | EP1695279A4 (en) |
JP (1) | JP2007515017A (en) |
AU (1) | AU2010201911B2 (en) |
CA (1) | CA2540003A1 (en) |
IL (1) | IL174473A0 (en) |
MX (1) | MXPA06005624A (en) |
NZ (1) | NZ546616A (en) |
WO (1) | WO2005059709A2 (en) |
ZA (1) | ZA200604714B (en) |
Families Citing this family (12)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US20070043642A1 (en) * | 2004-08-20 | 2007-02-22 | Smith Eric S | Method configured for facilitating financial consulting services |
WO2007106058A2 (en) * | 2006-02-16 | 2007-09-20 | Consulting Services Support Corporation | Decision assistance platform configured for facilitating financial consulting services |
KR101511291B1 (en) * | 2012-09-03 | 2015-04-10 | 주식회사 신한은행 | Method for providing asset management service and portfolio report by bank server and the same bank server |
JP6440351B2 (en) * | 2013-09-25 | 2018-12-19 | 株式会社日立国際電気 | Product sales support system, product sales support method, and product sales support device |
JP6588724B2 (en) * | 2015-04-06 | 2019-10-09 | 未来貯金株式会社 | Defined contribution pension management support server and defined contribution pension management support program |
KR101906532B1 (en) * | 2016-11-08 | 2018-10-11 | (주)인텔리퀀트 | Method and system for configuring portfolio of financial product |
US20190057449A1 (en) * | 2017-08-19 | 2019-02-21 | Wealth Technologies Inc. | System and method for financial planning, advice and management |
JP6326538B1 (en) * | 2017-09-11 | 2018-05-16 | 株式会社三菱東京Ufj銀行 | Computer system, method and program for proposing goods or services to customers |
US11334947B1 (en) * | 2017-12-11 | 2022-05-17 | United Income, Inc. | Systems and methods for modeling future value |
JP6538230B2 (en) * | 2018-03-27 | 2019-07-03 | 株式会社三菱Ufj銀行 | Computer system, method and program for proposing a product or service to a customer |
JP2019139782A (en) * | 2019-03-15 | 2019-08-22 | 株式会社三菱Ufj銀行 | Computer system, method and program for proposing commodity or service to client |
JP6750080B1 (en) * | 2019-10-30 | 2020-09-02 | 土井 真典 | Operation support device and operation support program |
Citations (9)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US5987433A (en) * | 1996-06-03 | 1999-11-16 | General Electric Company | Method and system for developing a time horizon based investment strategy |
US5999918A (en) * | 1997-04-02 | 1999-12-07 | Rational Investors, Inc. | Interactive color confidence indicators for statistical data |
US6012043A (en) * | 1996-09-09 | 2000-01-04 | Nationwide Mutual Insurance Co. | Computerized system and method used in financial planning |
US6012044A (en) * | 1997-12-10 | 2000-01-04 | Financial Engines, Inc. | User interface for a financial advisory system |
US6021397A (en) * | 1997-12-02 | 2000-02-01 | Financial Engines, Inc. | Financial advisory system |
US6064986A (en) * | 1997-09-23 | 2000-05-16 | Edelman Financial Services, Inc. | Computer assisted and/or implemented process and architecture for customer account creation, maintenance and administration for an investment and/or retirement program |
US6154732A (en) * | 1997-07-25 | 2000-11-28 | Guidedchoice.Com | System for providing investment advice and management of pension assets |
US6275814B1 (en) * | 1996-11-27 | 2001-08-14 | Investment Strategies Network | Investment portfolio selection system and method |
US6430542B1 (en) * | 1998-08-26 | 2002-08-06 | American Express Financial Corporation | Computer-implemented program for financial planning and advice system |
Family Cites Families (6)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US5884287A (en) * | 1996-04-12 | 1999-03-16 | Lfg, Inc. | System and method for generating and displaying risk and return in an investment portfolio |
US6772136B2 (en) * | 1997-08-21 | 2004-08-03 | Elaine Kant | System and method for financial instrument modeling and using Monte Carlo simulation |
NZ511555A (en) * | 1998-11-05 | 2004-01-30 | Financeware Inc | Method, system and computer program for auditing financial plans |
US20020073005A1 (en) * | 2000-05-25 | 2002-06-13 | Welnicki Raymond P. | Computerized lifestyle planning system and method |
JP2002073968A (en) * | 2000-09-01 | 2002-03-12 | Capital Asset Planning Inc | Asset operation planning system |
JP2002140527A (en) * | 2000-11-02 | 2002-05-17 | Sumitomo Life Insurance Co | Life style optimization and proposal system and its server device, life style optimizing and proposing method, and recording medium |
-
2004
- 2004-12-15 EP EP04814277A patent/EP1695279A4/en not_active Withdrawn
- 2004-12-15 CA CA002540003A patent/CA2540003A1/en not_active Abandoned
- 2004-12-15 WO PCT/US2004/042072 patent/WO2005059709A2/en not_active Application Discontinuation
- 2004-12-15 MX MXPA06005624A patent/MXPA06005624A/en not_active Application Discontinuation
- 2004-12-15 NZ NZ546616A patent/NZ546616A/en unknown
- 2004-12-15 JP JP2006545366A patent/JP2007515017A/en active Pending
-
2006
- 2006-03-21 IL IL174473A patent/IL174473A0/en unknown
- 2006-06-08 ZA ZA200604714A patent/ZA200604714B/en unknown
-
2010
- 2010-05-12 AU AU2010201911A patent/AU2010201911B2/en active Active
Patent Citations (9)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US5987433A (en) * | 1996-06-03 | 1999-11-16 | General Electric Company | Method and system for developing a time horizon based investment strategy |
US6012043A (en) * | 1996-09-09 | 2000-01-04 | Nationwide Mutual Insurance Co. | Computerized system and method used in financial planning |
US6275814B1 (en) * | 1996-11-27 | 2001-08-14 | Investment Strategies Network | Investment portfolio selection system and method |
US5999918A (en) * | 1997-04-02 | 1999-12-07 | Rational Investors, Inc. | Interactive color confidence indicators for statistical data |
US6154732A (en) * | 1997-07-25 | 2000-11-28 | Guidedchoice.Com | System for providing investment advice and management of pension assets |
US6064986A (en) * | 1997-09-23 | 2000-05-16 | Edelman Financial Services, Inc. | Computer assisted and/or implemented process and architecture for customer account creation, maintenance and administration for an investment and/or retirement program |
US6021397A (en) * | 1997-12-02 | 2000-02-01 | Financial Engines, Inc. | Financial advisory system |
US6012044A (en) * | 1997-12-10 | 2000-01-04 | Financial Engines, Inc. | User interface for a financial advisory system |
US6430542B1 (en) * | 1998-08-26 | 2002-08-06 | American Express Financial Corporation | Computer-implemented program for financial planning and advice system |
Also Published As
Publication number | Publication date |
---|---|
EP1695279A4 (en) | 2009-07-22 |
EP1695279A2 (en) | 2006-08-30 |
AU2010201911A1 (en) | 2010-06-03 |
JP2007515017A (en) | 2007-06-07 |
AU2010201911B2 (en) | 2011-08-18 |
ZA200604714B (en) | 2008-05-28 |
WO2005059709A2 (en) | 2005-06-30 |
IL174473A0 (en) | 2006-10-05 |
CA2540003A1 (en) | 2005-06-30 |
AU2004300218A1 (en) | 2005-06-30 |
NZ546616A (en) | 2007-06-29 |
MXPA06005624A (en) | 2006-08-17 |
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