AU3323501A - Financial advisory system - Google Patents

Financial advisory system

Info

Publication number
AU3323501A
AU3323501A AU3323501A AU3323501A AU3323501A AU 3323501 A AU3323501 A AU 3323501A AU 3323501 A AU3323501 A AU 3323501A AU 3323501 A AU3323501 A AU 3323501A AU 3323501 A AU3323501 A AU 3323501A
Authority
AU
Australia
Prior art keywords
advisory system
financial advisory
financial
advisory
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.)
Pending
Application number
AU3323501A
Inventor
Christopher L Jones
William F Sharpe
Jason S Scott
John G Watson
Jeff N Maggioncalda
Geert Bekaert
Steven R Grenadier
Ronald T Park
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.)
Edelman Financial Engines LLC
Original Assignee
Financial Engines LLC
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
Priority claimed from US09/495,982 external-priority patent/US7016870B1/en
Application filed by Financial Engines LLC filed Critical Financial Engines LLC
Publication of AU3323501A publication Critical patent/AU3323501A/en
Pending legal-status Critical Current

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
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • 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
AU3323501A 2000-02-01 2001-02-01 Financial advisory system Pending AU3323501A (en)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US09/495,982 US7016870B1 (en) 1997-12-02 2000-02-01 Identifying a recommended portfolio of financial products for an investor based upon financial products that are available to the investor
PCT/US2001/003372 WO2001057710A2 (en) 2000-02-01 2001-02-01 Financial advisory system

Publications (1)

Publication Number Publication Date
AU3323501A true AU3323501A (en) 2001-08-14

Family

ID=23970765

Family Applications (1)

Application Number Title Priority Date Filing Date
AU3323501A Pending AU3323501A (en) 2000-02-01 2001-02-01 Financial advisory system

Country Status (4)

Country Link
EP (1) EP1264243A2 (en)
AU (1) AU3323501A (en)
CA (1) CA2399046A1 (en)
WO (1) WO2001057710A2 (en)

Families Citing this family (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US10991046B1 (en) * 2015-12-03 2021-04-27 Wells Fargo Bank, N.A. Holistic tracking and monitoring of goals
EP3533023A1 (en) * 2016-10-25 2019-09-04 Wealth Wizards Limited Regulatory compliance system and method

Also Published As

Publication number Publication date
EP1264243A2 (en) 2002-12-11
WO2001057710A2 (en) 2001-08-09
CA2399046A1 (en) 2001-08-09
WO2001057710A8 (en) 2002-09-12

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