MX2008010522A - Metodo configurado para facilitar servicios de asesoria financiera. - Google Patents
Metodo configurado para facilitar servicios de asesoria financiera.Info
- Publication number
- MX2008010522A MX2008010522A MX2008010522A MX2008010522A MX2008010522A MX 2008010522 A MX2008010522 A MX 2008010522A MX 2008010522 A MX2008010522 A MX 2008010522A MX 2008010522 A MX2008010522 A MX 2008010522A MX 2008010522 A MX2008010522 A MX 2008010522A
- Authority
- MX
- Mexico
- Prior art keywords
- investment
- client
- consulting services
- facilitating financial
- financial consulting
- Prior art date
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
- G06Q10/00—Administration; Management
-
- 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)
- Marketing (AREA)
- Strategic Management (AREA)
- Entrepreneurship & Innovation (AREA)
- Finance (AREA)
- Theoretical Computer Science (AREA)
- Human Resources & Organizations (AREA)
- Operations Research (AREA)
- Economics (AREA)
- Accounting & Taxation (AREA)
- Development Economics (AREA)
- General Physics & Mathematics (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- Technology Law (AREA)
- Game Theory and Decision Science (AREA)
- Quality & Reliability (AREA)
- Tourism & Hospitality (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
Abstract
Un método para facilitar servicios de asesoría financiera comprende determinar opciones de inversión para cliente específico que dependen de la información de plantilla para cliente específico y cuantificar en forma objetiva las opciones de inversión que dependen de la información de plantilla para cliente específico, generando de este modo opciones de inversión cuantificadas en forma objetiva. La información de plantilla para cliente específico incluye criterios de rendimiento, ponderaciones, información de conjuntos de datos de inversión definida, filtros configurados para depurar información de conjuntos de datos de inversión y/o instrucciones del proceso.
Applications Claiming Priority (2)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US10/923,659 US20070043642A1 (en) | 2004-08-20 | 2004-08-20 | Method configured for facilitating financial consulting services |
PCT/US2006/005371 WO2007094783A1 (en) | 2004-08-20 | 2006-02-16 | Method configured for facilitating financial consulting services |
Publications (1)
Publication Number | Publication Date |
---|---|
MX2008010522A true MX2008010522A (es) | 2008-10-20 |
Family
ID=42732498
Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
MX2008010522A MX2008010522A (es) | 2004-08-20 | 2006-02-16 | Metodo configurado para facilitar servicios de asesoria financiera. |
Country Status (8)
Country | Link |
---|---|
US (1) | US20070043642A1 (es) |
EP (1) | EP1984883A4 (es) |
JP (1) | JP5113084B2 (es) |
CN (1) | CN101375308A (es) |
AU (1) | AU2006338310B2 (es) |
CA (1) | CA2641949A1 (es) |
MX (1) | MX2008010522A (es) |
WO (1) | WO2007094783A1 (es) |
Families Citing this family (5)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
WO2008119083A1 (en) * | 2007-03-28 | 2008-10-02 | Cheryl Milone | Requesting prior art from the public in exchange for a reward |
US20090125450A1 (en) * | 2007-08-06 | 2009-05-14 | Graham John Mannion | Method and system for measuring investment volatility and/or investment performance |
US20120089434A1 (en) * | 2010-10-06 | 2012-04-12 | Schlitt John A | Method and apparatus for chemical data repository |
US8533092B1 (en) * | 2011-03-31 | 2013-09-10 | Fat Donkey, Inc. | Financial evaluation process |
KR102153834B1 (ko) * | 2019-11-25 | 2020-09-09 | 티아이테크놀로지 주식회사 | 확정치 및 추정치 기반의 데이터 정량화 방법 |
Family Cites Families (15)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US6317726B1 (en) * | 1996-12-30 | 2001-11-13 | Netfolio, Inc. | Automated strategies for investment management |
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 |
US5918217A (en) * | 1997-12-10 | 1999-06-29 | Financial Engines, Inc. | User interface for a financial advisory system |
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 |
US7039608B2 (en) * | 1999-12-30 | 2006-05-02 | Ge Capital Commercial Finance, Inc. | Rapid valuation of portfolios of assets such as financial instruments |
AU2001261282A1 (en) * | 2000-05-09 | 2001-11-20 | Roger Alcaly | A method and system for generating an index of investment returns |
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 |
WO2004034232A2 (en) * | 2002-10-11 | 2004-04-22 | Padgette Robert L | Method and system for selecting between alternatives |
US20040073442A1 (en) * | 2002-10-11 | 2004-04-15 | Heyns Herman R. | Strategic planning and valuation |
WO2004095184A2 (en) * | 2003-04-17 | 2004-11-04 | Portfolio Search, Inc. | Methods for evaluating the financial strength of a holding in comparison to other holdings |
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 (en) * | 2003-12-17 | 2005-06-30 | Loeper David B | Method and system for financial advising |
-
2004
- 2004-08-20 US US10/923,659 patent/US20070043642A1/en not_active Abandoned
-
2006
- 2006-02-16 EP EP06735155A patent/EP1984883A4/en not_active Withdrawn
- 2006-02-16 AU AU2006338310A patent/AU2006338310B2/en active Active
- 2006-02-16 CN CNA2006800528942A patent/CN101375308A/zh active Pending
- 2006-02-16 WO PCT/US2006/005371 patent/WO2007094783A1/en active Application Filing
- 2006-02-16 MX MX2008010522A patent/MX2008010522A/es not_active Application Discontinuation
- 2006-02-16 JP JP2008555210A patent/JP5113084B2/ja not_active Expired - Fee Related
- 2006-02-16 CA CA002641949A patent/CA2641949A1/en not_active Abandoned
Also Published As
Publication number | Publication date |
---|---|
AU2006338310A1 (en) | 2007-08-23 |
CA2641949A1 (en) | 2007-08-23 |
JP2009527049A (ja) | 2009-07-23 |
EP1984883A4 (en) | 2009-10-21 |
WO2007094783A1 (en) | 2007-08-23 |
JP5113084B2 (ja) | 2013-01-09 |
CN101375308A (zh) | 2009-02-25 |
AU2006338310B2 (en) | 2011-04-28 |
EP1984883A1 (en) | 2008-10-29 |
US20070043642A1 (en) | 2007-02-22 |
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Legal Events
Date | Code | Title | Description |
---|---|---|---|
FA | Abandonment or withdrawal |