EP1984882A4 - Plate-forme d'aide à la prise de décision conçue pour faciliter l'utilisation de services de consultation financiers - Google Patents

Plate-forme d'aide à la prise de décision conçue pour faciliter l'utilisation de services de consultation financiers

Info

Publication number
EP1984882A4
EP1984882A4 EP06720797A EP06720797A EP1984882A4 EP 1984882 A4 EP1984882 A4 EP 1984882A4 EP 06720797 A EP06720797 A EP 06720797A EP 06720797 A EP06720797 A EP 06720797A EP 1984882 A4 EP1984882 A4 EP 1984882A4
Authority
EP
European Patent Office
Prior art keywords
platform configured
assistance platform
consulting services
decision assistance
facilitating financial
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.)
Withdrawn
Application number
EP06720797A
Other languages
German (de)
English (en)
Other versions
EP1984882A2 (fr
Inventor
Eric S Smith
Joseph Simko
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.)
Consulting Services Support Corp
Original Assignee
Consulting Services Support Corp
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 Consulting Services Support Corp filed Critical Consulting Services Support Corp
Publication of EP1984882A2 publication Critical patent/EP1984882A2/fr
Publication of EP1984882A4 publication Critical patent/EP1984882A4/fr
Withdrawn legal-status Critical Current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
    • G06Q40/06—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)
EP06720797A 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 Withdrawn EP1984882A4 (fr)

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 (2)

Publication Number Publication Date
EP1984882A2 EP1984882A2 (fr) 2008-10-29
EP1984882A4 true EP1984882A4 (fr) 2010-11-24

Family

ID=38509901

Family Applications (1)

Application Number Title Priority Date Filing Date
EP06720797A Withdrawn EP1984882A4 (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

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)

* 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
CA2540003A1 (fr) * 2003-12-17 2005-06-30 David B. Loeper Procede et systeme de conseil financier

Non-Patent Citations (1)

* Cited by examiner, † Cited by third party
Title
No further relevant documents disclosed *

Also Published As

Publication number Publication date
CA2641999A1 (fr) 2007-09-20
AU2006340069A1 (en) 2007-09-20
CN101529459A (zh) 2009-09-09
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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