CA2641999A1 - Plate-forme d'aide a la prise de decision concue pour faciliter l'utilisation de services de consultation financiers - Google Patents
Plate-forme d'aide a la prise de decision concue pour faciliter l'utilisation de services de consultation financiers Download PDFInfo
- Publication number
- CA2641999A1 CA2641999A1 CA002641999A CA2641999A CA2641999A1 CA 2641999 A1 CA2641999 A1 CA 2641999A1 CA 002641999 A CA002641999 A CA 002641999A CA 2641999 A CA2641999 A CA 2641999A CA 2641999 A1 CA2641999 A1 CA 2641999A1
- Authority
- CA
- Canada
- Prior art keywords
- investment
- performance
- determining
- information
- client
- 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
- 230000001419 dependent effect Effects 0.000 claims abstract description 94
- 238000000034 method Methods 0.000 claims abstract description 42
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- 230000008569 process Effects 0.000 claims abstract description 19
- 238000007670 refining Methods 0.000 claims abstract description 11
- 239000002131 composite material Substances 0.000 claims description 111
- 230000000694 effects Effects 0.000 claims description 27
- 238000004458 analytical method Methods 0.000 abstract description 4
- 238000013459 approach Methods 0.000 description 11
- 230000004044 response Effects 0.000 description 8
- 238000004891 communication Methods 0.000 description 7
- 230000003993 interaction Effects 0.000 description 7
- 238000002156 mixing Methods 0.000 description 7
- 230000000737 periodic effect Effects 0.000 description 6
- 230000008520 organization Effects 0.000 description 4
- 238000011002 quantification Methods 0.000 description 3
- 230000007306 turnover Effects 0.000 description 3
- 239000003795 chemical substances by application Substances 0.000 description 2
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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
- G06Q40/06—Asset management; Financial planning or analysis
Landscapes
- Engineering & Computer Science (AREA)
- Business, Economics & Management (AREA)
- Finance (AREA)
- Accounting & Taxation (AREA)
- Development Economics (AREA)
- Operations Research (AREA)
- Game Theory and Decision Science (AREA)
- Human Resources & Organizations (AREA)
- Entrepreneurship & Innovation (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)
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| PCT/US2006/005364 WO2007106058A2 (fr) | 2006-02-16 | 2006-02-16 | Plate-forme d'aide à la prise de décision conçue pour faciliter l'utilisation de services de consultation financiers |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CA2641999A1 true CA2641999A1 (fr) | 2007-09-20 |
Family
ID=38509901
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CA002641999A Abandoned CA2641999A1 (fr) | 2006-02-16 | 2006-02-16 | Plate-forme d'aide a la prise de decision concue pour faciliter l'utilisation de services de consultation financiers |
Country Status (8)
| Country | Link |
|---|---|
| EP (1) | EP1984882A4 (fr) |
| JP (1) | JP5113083B2 (fr) |
| CN (1) | CN101529459A (fr) |
| AU (1) | AU2006340069A1 (fr) |
| BR (1) | BRPI0621211A2 (fr) |
| CA (1) | CA2641999A1 (fr) |
| MX (1) | MX2008010523A (fr) |
| WO (1) | WO2007106058A2 (fr) |
Families Citing this family (1)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN106355495A (zh) * | 2016-08-31 | 2017-01-25 | 苗青 | 一种导航式智能投顾辅助决策系统 |
Family Cites Families (8)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| JPH11110447A (ja) * | 1997-10-06 | 1999-04-23 | Pfps Kenkyukai:Kk | 総合ポートフォリオ計画システム |
| JP2002007690A (ja) * | 2000-06-19 | 2002-01-11 | Nec Corp | インターネットを用いたポートフォリオの簡易作成方法 |
| US7536332B2 (en) * | 2001-02-02 | 2009-05-19 | Rhee Thomas A | Real life implementation of modern portfolio theory (MPT) for financial planning and portfolio management |
| JP2003108775A (ja) * | 2001-09-26 | 2003-04-11 | Mizuho Bank Ltd | 資産運用情報提供方法及び資産運用情報提供プログラム |
| US20040133439A1 (en) * | 2002-08-21 | 2004-07-08 | Dirk Noetzold | Method and system for valuation of complex systems, in particular for corporate rating and valuation |
| US20040073442A1 (en) * | 2002-10-11 | 2004-04-15 | Heyns Herman R. | Strategic planning and valuation |
| JP2005141694A (ja) * | 2003-11-10 | 2005-06-02 | Patrick Kawasujii | ポートフォリオ作成装置および方法ならびにポートフォリオ作成のためのプログラム |
| CA2540003A1 (fr) * | 2003-12-17 | 2005-06-30 | David B. Loeper | Procede et systeme de conseil financier |
-
2006
- 2006-02-16 WO PCT/US2006/005364 patent/WO2007106058A2/fr active Application Filing
- 2006-02-16 BR BRPI0621211-5A patent/BRPI0621211A2/pt not_active IP Right Cessation
- 2006-02-16 JP JP2008555209A patent/JP5113083B2/ja not_active Expired - Fee Related
- 2006-02-16 MX MX2008010523A patent/MX2008010523A/es not_active Application Discontinuation
- 2006-02-16 CN CN200680052884A patent/CN101529459A/zh active Pending
- 2006-02-16 AU AU2006340069A patent/AU2006340069A1/en not_active Abandoned
- 2006-02-16 EP EP06720797A patent/EP1984882A4/fr not_active Withdrawn
- 2006-02-16 CA CA002641999A patent/CA2641999A1/fr not_active Abandoned
Also Published As
| Publication number | Publication date |
|---|---|
| AU2006340069A1 (en) | 2007-09-20 |
| CN101529459A (zh) | 2009-09-09 |
| EP1984882A4 (fr) | 2010-11-24 |
| WO2007106058A2 (fr) | 2007-09-20 |
| EP1984882A2 (fr) | 2008-10-29 |
| JP5113083B2 (ja) | 2013-01-09 |
| WO2007106058A3 (fr) | 2009-05-22 |
| BRPI0621211A2 (pt) | 2011-12-06 |
| MX2008010523A (es) | 2008-10-20 |
| JP2009527048A (ja) | 2009-07-23 |
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Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| EEER | Examination request | ||
| FZDE | Discontinued |
Effective date: 20161114 |