AU2001271448A1 - Method and system for evaluation of potential funding sources for financial plans - Google Patents

Method and system for evaluation of potential funding sources for financial plans

Info

Publication number
AU2001271448A1
AU2001271448A1 AU2001271448A AU7144801A AU2001271448A1 AU 2001271448 A1 AU2001271448 A1 AU 2001271448A1 AU 2001271448 A AU2001271448 A AU 2001271448A AU 7144801 A AU7144801 A AU 7144801A AU 2001271448 A1 AU2001271448 A1 AU 2001271448A1
Authority
AU
Australia
Prior art keywords
evaluation
funding sources
financial plans
potential funding
potential
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
AU2001271448A
Inventor
Daniel R. Johnson
Alok Mehta
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.)
AFS-IP Inc
Original Assignee
AFS IP Inc
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 AFS IP Inc filed Critical AFS IP Inc
Publication of AU2001271448A1 publication Critical patent/AU2001271448A1/en
Abandoned 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
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • 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

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Theoretical Computer Science (AREA)
  • Physics & Mathematics (AREA)
  • General Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Operations Research (AREA)
  • Human Resources & Organizations (AREA)
  • Game Theory and Decision Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
AU2001271448A 2000-06-27 2001-06-26 Method and system for evaluation of potential funding sources for financial plans Abandoned AU2001271448A1 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US21467500P 2000-06-27 2000-06-27
US60214675 2000-06-27
PCT/US2001/020239 WO2002001463A2 (en) 2000-06-27 2001-06-26 Method and system for evaluation of potential funding sources for financial plans

Publications (1)

Publication Number Publication Date
AU2001271448A1 true AU2001271448A1 (en) 2002-01-08

Family

ID=22800012

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001271448A Abandoned AU2001271448A1 (en) 2000-06-27 2001-06-26 Method and system for evaluation of potential funding sources for financial plans

Country Status (3)

Country Link
US (1) US20020007332A1 (en)
AU (1) AU2001271448A1 (en)
WO (1) WO2002001463A2 (en)

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US8374937B2 (en) 2002-04-10 2013-02-12 Research Affiliates, Llc Non-capitalization weighted indexing system, method and computer program product
US8374951B2 (en) * 2002-04-10 2013-02-12 Research Affiliates, Llc System, method, and computer program product for managing a virtual portfolio of financial objects
US8005740B2 (en) 2002-06-03 2011-08-23 Research Affiliates, Llc Using accounting data based indexing to create a portfolio of financial objects
US20030225610A1 (en) * 2002-05-30 2003-12-04 Doyle Jay Bradley Method for motivating persons in a business field
US8683016B1 (en) 2002-12-20 2014-03-25 Versata Development Group, Inc. Data recording components and processes for acquiring selected web site data
GB0307148D0 (en) * 2003-03-27 2003-04-30 British Telecomm Data retrieval system
US20040225588A1 (en) * 2003-05-07 2004-11-11 Wojton Walter G. Method of operating a money market fund business
US20040230505A1 (en) * 2003-05-14 2004-11-18 Chris Garlich Method and system for managing a non-qualified deferred compensation program using hedging
US20060085083A1 (en) * 2004-09-02 2006-04-20 Robert Congel Methods and system for conducting research and development on an urban scale
AU2012201653B2 (en) * 2004-09-08 2013-10-10 Efficient Markets Corporation System for searching and solving for insurance products
US8024203B2 (en) * 2004-09-08 2011-09-20 Efficient Markets Corporation System for searching and solving for insurance products
US8131620B1 (en) 2004-12-01 2012-03-06 Wisdomtree Investments, Inc. Financial instrument selection and weighting system and method
US20070016455A1 (en) * 2005-04-01 2007-01-18 Ryan Raymond B Corporate-owned life insurance settlement computer system
US7814017B2 (en) * 2005-06-24 2010-10-12 Wells Fargo Bank, N.A. Simple on-line payments facility
US8112332B1 (en) 2005-12-30 2012-02-07 United Services Automobile Association (Usaa) Financial assessment systems and methods
US8892467B1 (en) 2006-01-27 2014-11-18 Guardian Life Insurance Company Of America Interactive systems and methods for supporting financial planning related activities
US8185463B1 (en) 2006-01-27 2012-05-22 The Guardian Life Insurance Company Of America Interactive systems and methods for insurance-related activities
US20100004957A1 (en) * 2006-01-27 2010-01-07 Robert Ball Interactive system and methods for insurance-related activities
US8073714B1 (en) 2006-01-27 2011-12-06 The Guardian Life Insurance Company Of America Interactive systems and methods for insurance-related activities
US8930253B1 (en) 2006-01-27 2015-01-06 The Guardian Life Insurance Company Of America Interactive systems and methods for estate planning related activities
USD768157S1 (en) 2006-08-25 2016-10-04 The Guardian Life Insurance Company Of America Computer screen with a graphical user interface for a financial system
US8688593B2 (en) * 2006-10-04 2014-04-01 At&T Intellectual Property I, L.P. Information processing system for processing prospective indication information
US20080086316A1 (en) * 2006-10-04 2008-04-10 Bellsouth Intellectual Property Corporation Competitive Advantage Assessment and Portfolio Management for Intellectual Property Assets
US20080281738A1 (en) * 2007-05-07 2008-11-13 Ian Christopher Automated Compliance Management of Endowments Throughout Their Life Cycle
US20080281739A1 (en) * 2007-05-09 2008-11-13 Kevin Byrne Automated administration of endowments throughout their life cycle
US20080306848A1 (en) * 2007-06-05 2008-12-11 Bank Of America Corporation Lead Generation Platform
US7451104B1 (en) 2007-06-27 2008-11-11 Lti Agency, Llc Method for funding an organization
US8818872B2 (en) * 2007-11-07 2014-08-26 At&T Intellectual Property I, L.P. Point of sale transaction processing
US7895103B1 (en) 2008-08-12 2011-02-22 Lti Agency, Llc System and method for funding an organization
US8145508B1 (en) 2008-08-26 2012-03-27 Lti Agency, Llc System and method for funding an organization
US8630879B1 (en) 2008-08-26 2014-01-14 Lti Agency, Llc System and method for funding an organization
US8335699B2 (en) * 2009-05-14 2012-12-18 Retirement Benefit Solutions, LLC Method of financing unfunded liabilities
US8510198B2 (en) * 2009-06-18 2013-08-13 Fiduciary Benchmarks, Inc. System and method for evaluating defined contribution plans
US20120221453A1 (en) * 2011-02-24 2012-08-30 Robert Howes Intelligent order matching platform for anonymously negotiating and trading financial instruments
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US10192262B2 (en) 2012-05-30 2019-01-29 Ncino, Inc. System for periodically updating backings for resource requests
US10282461B2 (en) 2015-07-01 2019-05-07 Ncino, Inc. Structure-based entity analysis
US9619840B2 (en) * 2014-09-08 2017-04-11 Ncino, Inc. Backing management
US10013237B2 (en) 2012-05-30 2018-07-03 Ncino, Inc. Automated approval
US11393035B2 (en) 2013-10-22 2022-07-19 Fiduciary Benchmarks Insights, Llc System and method for evaluating a service provider of a retirement Plan
USD1041496S1 (en) 2022-09-29 2024-09-10 Fiduciary Benchmarks Insights, Llc Display screen or portion thereof with graphical user interface
USD1041491S1 (en) 2022-09-29 2024-09-10 Fiduciary Benchmarks Insights, Llc Display screen or portion thereof with graphical user interface
USD1041489S1 (en) 2022-09-29 2024-09-10 Fiduciary Benchmarks Insights, Llc Display screen or portion thereof with graphical user interface
USD1041487S1 (en) 2022-09-29 2024-09-10 Fiduciary Benchmarks Insights, Llc Display screen or portion thereof with graphical user interface
USD1042521S1 (en) 2022-09-29 2024-09-17 Fiduciary Benchmarks Insights, Llc Display screen or portion thereof with graphical user interface
USD1041488S1 (en) 2022-09-29 2024-09-10 Fiduciary Benchmarks Insights, Llc Display screen or portion thereof with graphical user interface
USD1042501S1 (en) 2022-09-29 2024-09-17 Fiduciary Benchmarks Insights, Llc Display screen or portion thereof with graphical user interface
USD1041490S1 (en) 2022-09-29 2024-09-10 Fiduciary Benchmarks Insights, Llc Display screen or portion thereof with graphical user interface
USD1042520S1 (en) 2022-09-29 2024-09-17 Fiduciary Benchmarks Insights, Llc Display screen or portion thereof with graphical user interface
USD1041497S1 (en) 2022-09-29 2024-09-10 Fiduciary Benchmarks Insights, Llc Display screen or portion thereof with graphical user interface
USD1041498S1 (en) 2022-09-29 2024-09-10 Fiduciary Benchmarks Insights, Llc Display screen or portion thereof with graphical user interface

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US5802500A (en) * 1992-05-06 1998-09-01 The Evergreen Group Incorporated System and method for computing a financial projection of a prefunding program for other postretirement employee benefits under FASB statement 106
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Also Published As

Publication number Publication date
US20020007332A1 (en) 2002-01-17
WO2002001463A2 (en) 2002-01-03

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