AU6950898A - Method and apparatus for virtual investment advisor and support system - Google Patents

Method and apparatus for virtual investment advisor and support system

Info

Publication number
AU6950898A
AU6950898A AU69508/98A AU6950898A AU6950898A AU 6950898 A AU6950898 A AU 6950898A AU 69508/98 A AU69508/98 A AU 69508/98A AU 6950898 A AU6950898 A AU 6950898A AU 6950898 A AU6950898 A AU 6950898A
Authority
AU
Australia
Prior art keywords
support system
investment advisor
virtual investment
virtual
advisor
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
AU69508/98A
Inventor
William J. Fox
Francois G. Gadenne
Stanley W. Lyness
James B. Williams
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.)
Rational Investors Inc
Original Assignee
Rational Investors 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 Rational Investors Inc filed Critical Rational Investors Inc
Publication of AU6950898A publication Critical patent/AU6950898A/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
    • G06Q40/08—Insurance

Landscapes

  • Business, Economics & Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Engineering & Computer Science (AREA)
  • Development Economics (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)
AU69508/98A 1997-04-02 1998-04-02 Method and apparatus for virtual investment advisor and support system Abandoned AU6950898A (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US82890997A 1997-04-02 1997-04-02
US08828909 1997-04-02
PCT/US1998/006694 WO1998044444A1 (en) 1997-04-02 1998-04-02 Method and apparatus for virtual investment advisor and support system

Publications (1)

Publication Number Publication Date
AU6950898A true AU6950898A (en) 1998-10-22

Family

ID=25253059

Family Applications (1)

Application Number Title Priority Date Filing Date
AU69508/98A Abandoned AU6950898A (en) 1997-04-02 1998-04-02 Method and apparatus for virtual investment advisor and support system

Country Status (2)

Country Link
AU (1) AU6950898A (en)
WO (1) WO1998044444A1 (en)

Families Citing this family (39)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7016870B1 (en) 1997-12-02 2006-03-21 Financial Engines Identifying a recommended portfolio of financial products for an investor based upon financial products that are available to the investor
US6021397A (en) * 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system
US5918217A (en) * 1997-12-10 1999-06-29 Financial Engines, Inc. User interface for a financial advisory system
BR9908683A (en) 1998-03-11 2001-10-16 Folio Fn Inc System, method and apparatus to enable individual or minor investors or others to create and control a portfolio of credit securities or other assets or obligations on a cost-effective basis
US20050192890A1 (en) 1998-03-11 2005-09-01 Foliofn, Inc. Method and apparatus for trading securities or other instruments
US6996539B1 (en) 1998-03-11 2006-02-07 Foliofn, Inc. Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
US6292787B1 (en) 1998-09-11 2001-09-18 Financial Engines, Inc. Enhancing utility and diversifying model risk in a portfolio optimization framework
US6161098A (en) * 1998-09-14 2000-12-12 Folio (Fn), Inc. Method and apparatus for enabling small investors with a portfolio of securities to manage taxable events within the portfolio
US6839685B1 (en) * 1998-10-30 2005-01-04 Prudential Insurance Company Of America Method and system for creating a portfolio of stock equities
US7650303B2 (en) * 1998-11-05 2010-01-19 Financeware, Inc. Method and system for financial advising
US6360210B1 (en) 1999-02-12 2002-03-19 Folio Trade Llc Method and system for enabling smaller investors to manage risk in a self-managed portfolio of assets/liabilities
US6338047B1 (en) 1999-06-24 2002-01-08 Foliofn, Inc. Method and system for investing in a group of investments that are selected based on the aggregated, individual preference of plural investors
US6947904B1 (en) * 1999-07-30 2005-09-20 Macey-Holland & Co., Llc System and method for incorporating mortality risk in an investment planning model
US7299205B2 (en) * 1999-09-30 2007-11-20 G*G*S Systems, Llc Mutual fund analysis method and system
GB2373355A (en) * 1999-10-25 2002-09-18 Upstream Technologies Llc Investment advice systems and methods
US7249080B1 (en) 1999-10-25 2007-07-24 Upstream Technologies Llc Investment advice systems and methods
DE19958100C2 (en) * 1999-12-02 2002-11-28 Laqua Hannelore Process for the rapid submission of a security, futures contract or commodity order and computer system for this purpose
CA2293090C (en) 1999-12-23 2016-03-22 Bill Snow Investment method and system
US7249081B2 (en) 2000-02-23 2007-07-24 Financial Engines, Inc. Load aware optimization
US6801199B1 (en) 2000-03-01 2004-10-05 Foliofn, Inc. Method and apparatus for interacting with investors to create investment portfolios
US7379909B1 (en) * 2000-10-04 2008-05-27 Tradestation Technologies, Inc. System, method and apparatus for monitoring and execution of entry and exit orders
US7305353B1 (en) 2001-03-01 2007-12-04 Charles Schwab Co., Inc. System and method for forecasting tax effects of financial transactions
US8768800B2 (en) 2001-04-26 2014-07-01 Charles Schwab & Co., Inc. System and method for income planner
US7680747B2 (en) 2002-03-14 2010-03-16 Intuit Inc. Cash generation from portfolio disposition using multi objective genetic algorithms
US8200561B1 (en) 2002-03-29 2012-06-12 Financial Engines, Inc. Tax-aware asset allocation
US7587352B2 (en) * 2002-04-10 2009-09-08 Research Affiliates, Llc Method and apparatus for managing a virtual portfolio of investment objects
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
US7747502B2 (en) 2002-06-03 2010-06-29 Research Affiliates, Llc Using accounting data based indexing to create a portfolio of assets
US8005740B2 (en) 2002-06-03 2011-08-23 Research Affiliates, Llc Using accounting data based indexing to create a portfolio of financial objects
US7117175B2 (en) * 2002-04-10 2006-10-03 Research Affiliates, Llc Method and apparatus for managing a virtual mutual fund
US7383218B1 (en) 2002-07-31 2008-06-03 Charles Schwab & Co., Inc. Method and system for integrating investment advice with financial account statement information
US7756787B1 (en) 2003-01-22 2010-07-13 Intuit Inc. Bill payment optimization using a genetic algorithm
US7124105B2 (en) 2003-01-22 2006-10-17 Intuit Inc. Cash flow optimization using a genetic algorithm
US7860774B1 (en) 2003-10-31 2010-12-28 Charles Schwab & Co., Inc. System and method for providing financial advice for an investment portfolio
US7742973B2 (en) 2005-03-31 2010-06-22 Credigy Technologies, Inc. System and method for an exchange of financial instruments
US7844527B2 (en) 2005-08-30 2010-11-30 Pensiondcisions Limited Method and system for measuring investment performance
US7593878B2 (en) 2006-05-18 2009-09-22 Standard & Poor's Financial Services Llc Method of constructing an investment portfolio and computing an index thereof
AU2012101980A4 (en) 2011-08-23 2019-05-16 Research Affiliates, Llc Using accounting data based indexing to create a portfolio of financial objects
CN108885623B (en) 2016-09-02 2022-05-10 浙江核新同花顺网络信息股份有限公司 Semantic analysis system and method based on knowledge graph

Family Cites Families (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US4800510A (en) * 1985-07-31 1989-01-24 Computer Associates International, Inc. Method and system for programmed control of computer generated graphics layout
US5644727A (en) * 1987-04-15 1997-07-01 Proprietary Financial Products, Inc. System for the operation and management of one or more financial accounts through the use of a digital communication and computation system for exchange, investment and borrowing
US5655085A (en) * 1992-08-17 1997-08-05 The Ryan Evalulife Systems, Inc. Computer system for automated comparing of universal life insurance policies based on selectable criteria

Also Published As

Publication number Publication date
WO1998044444A1 (en) 1998-10-08

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