CA2399046A1 - Systeme de consultation financiere - Google Patents
Systeme de consultation financiere Download PDFInfo
- Publication number
- CA2399046A1 CA2399046A1 CA002399046A CA2399046A CA2399046A1 CA 2399046 A1 CA2399046 A1 CA 2399046A1 CA 002399046 A CA002399046 A CA 002399046A CA 2399046 A CA2399046 A CA 2399046A CA 2399046 A1 CA2399046 A1 CA 2399046A1
- Authority
- CA
- Canada
- Prior art keywords
- user
- financial
- portfolio
- asset
- returns
- 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
Links
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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
Landscapes
- Business, Economics & Management (AREA)
- Engineering & Computer Science (AREA)
- Accounting & Taxation (AREA)
- Finance (AREA)
- Development Economics (AREA)
- Technology Law (AREA)
- Marketing (AREA)
- Strategic Management (AREA)
- Economics (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Entrepreneurship & Innovation (AREA)
- Game Theory and Decision Science (AREA)
- Human Resources & Organizations (AREA)
- Operations Research (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
Abstract
Publié sans précis
Applications Claiming Priority (3)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| US09/495,982 | 2000-02-01 | ||
| 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 (fr) | 2000-02-01 | 2001-02-01 | Systeme de consultation financiere |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CA2399046A1 true CA2399046A1 (fr) | 2001-08-09 |
Family
ID=23970765
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CA002399046A Abandoned CA2399046A1 (fr) | 2000-02-01 | 2001-02-01 | Systeme de consultation financiere |
Country Status (4)
| Country | Link |
|---|---|
| EP (1) | EP1264243A2 (fr) |
| AU (1) | AU3323501A (fr) |
| CA (1) | CA2399046A1 (fr) |
| WO (1) | WO2001057710A2 (fr) |
Families Citing this family (2)
| 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 (fr) * | 2016-10-25 | 2019-09-04 | Wealth Wizards Limited | Système et procédé de conformité réglementaire |
-
2001
- 2001-02-01 EP EP01905344A patent/EP1264243A2/fr not_active Withdrawn
- 2001-02-01 CA CA002399046A patent/CA2399046A1/fr not_active Abandoned
- 2001-02-01 AU AU3323501A patent/AU3323501A/xx active Pending
- 2001-02-01 WO PCT/US2001/003372 patent/WO2001057710A2/fr active Search and Examination
Also Published As
| Publication number | Publication date |
|---|---|
| EP1264243A2 (fr) | 2002-12-11 |
| WO2001057710A8 (fr) | 2002-09-12 |
| AU3323501A (en) | 2001-08-14 |
| WO2001057710A2 (fr) | 2001-08-09 |
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Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| EEER | Examination request | ||
| FZDE | Discontinued |
Effective date: 20150203 |