CN101529459A - 被配置用于促进财务咨询服务的决策辅助平台 - Google Patents

被配置用于促进财务咨询服务的决策辅助平台 Download PDF

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Publication number
CN101529459A
CN101529459A CN200680052884A CN200680052884A CN101529459A CN 101529459 A CN101529459 A CN 101529459A CN 200680052884 A CN200680052884 A CN 200680052884A CN 200680052884 A CN200680052884 A CN 200680052884A CN 101529459 A CN101529459 A CN 101529459A
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China
Prior art keywords
investment
information
performance
index
client
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Pending
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CN200680052884A
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English (en)
Chinese (zh)
Inventor
E·S·史密斯
J·西姆科
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Consulting Services Support Corp
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Consulting Services Support Corp
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Application filed by Consulting Services Support Corp filed Critical Consulting Services Support Corp
Publication of CN101529459A publication Critical patent/CN101529459A/zh
Pending legal-status Critical Current

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    • 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

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  • 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)
CN200680052884A 2006-02-16 2006-02-16 被配置用于促进财务咨询服务的决策辅助平台 Pending CN101529459A (zh)

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
CN101529459A true CN101529459A (zh) 2009-09-09

Family

ID=38509901

Family Applications (1)

Application Number Title Priority Date Filing Date
CN200680052884A Pending CN101529459A (zh) 2006-02-16 2006-02-16 被配置用于促进财务咨询服务的决策辅助平台

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)

Cited By (1)

* Cited by examiner, † Cited by third party
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)

* Cited by examiner, † Cited by third party
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
WO2005059709A2 (fr) * 2003-12-17 2005-06-30 Loeper David B Procede et systeme de conseil financier

Cited By (1)

* Cited by examiner, † Cited by third party
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

Also Published As

Publication number Publication date
WO2007106058A2 (fr) 2007-09-20
EP1984882A2 (fr) 2008-10-29
MX2008010523A (es) 2008-10-20
EP1984882A4 (fr) 2010-11-24
CA2641999A1 (fr) 2007-09-20
WO2007106058A3 (fr) 2009-05-22
BRPI0621211A2 (pt) 2011-12-06
JP2009527048A (ja) 2009-07-23
JP5113083B2 (ja) 2013-01-09
AU2006340069A1 (en) 2007-09-20

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Legal Events

Date Code Title Description
C06 Publication
PB01 Publication
C10 Entry into substantive examination
SE01 Entry into force of request for substantive examination
C02 Deemed withdrawal of patent application after publication (patent law 2001)
WD01 Invention patent application deemed withdrawn after publication

Open date: 20090909