SG11202001259YA - System and method for financial planning, advice and management - Google Patents

System and method for financial planning, advice and management

Info

Publication number
SG11202001259YA
SG11202001259YA SG11202001259YA SG11202001259YA SG11202001259YA SG 11202001259Y A SG11202001259Y A SG 11202001259YA SG 11202001259Y A SG11202001259Y A SG 11202001259YA SG 11202001259Y A SG11202001259Y A SG 11202001259YA SG 11202001259Y A SG11202001259Y A SG 11202001259YA
Authority
SG
Singapore
Prior art keywords
advice
management
financial planning
financial
planning
Prior art date
Application number
SG11202001259YA
Inventor
Arthur M Berd
Rohit M D'souza
Anton B Fokin
Original Assignee
Wealth Tech Inc
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 Wealth Tech Inc filed Critical Wealth Tech Inc
Publication of SG11202001259YA publication Critical patent/SG11202001259YA/en

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
    • 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
SG11202001259YA 2017-08-19 2018-08-08 System and method for financial planning, advice and management SG11202001259YA (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US201762547786P 2017-08-19 2017-08-19
US15/960,637 US20190057449A1 (en) 2017-08-19 2018-04-24 System and method for financial planning, advice and management
PCT/US2018/045706 WO2019040281A1 (en) 2017-08-19 2018-08-08 System and method for financial planning, advice and management

Publications (1)

Publication Number Publication Date
SG11202001259YA true SG11202001259YA (en) 2020-03-30

Family

ID=65361562

Family Applications (1)

Application Number Title Priority Date Filing Date
SG11202001259YA SG11202001259YA (en) 2017-08-19 2018-08-08 System and method for financial planning, advice and management

Country Status (7)

Country Link
US (1) US20190057449A1 (en)
JP (1) JP2020532029A (en)
AU (1) AU2018321259A1 (en)
CA (1) CA3073351A1 (en)
MX (1) MX2020001878A (en)
SG (1) SG11202001259YA (en)
WO (1) WO2019040281A1 (en)

Families Citing this family (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US10997552B2 (en) * 2017-03-15 2021-05-04 Walmart Apollo, Llc System and method for determination and management of root cause for inventory problems
US10963972B1 (en) * 2018-03-06 2021-03-30 Wells Fargo Bank, N.A. Adaptive life advisor system
US20210073930A1 (en) * 2019-09-05 2021-03-11 Evalyoo, Inc. Commercial real estate evaluation, valuation, and recommendation
US20220318903A1 (en) * 2021-03-31 2022-10-06 Intuit Inc. Machine learning based prediction for multiple currency goals
JP7171955B1 (en) 2022-03-22 2022-11-15 株式会社モニクル How to propose multiple financial instruments and/or schemes

Family Cites Families (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7921048B2 (en) * 1999-11-01 2011-04-05 Accenture Global Services Gmbh Financial planning and counseling system projecting user cash flow
US7610233B1 (en) * 1999-12-22 2009-10-27 Accenture, Llp System, method and article of manufacture for initiation of bidding in a virtual trade financial environment
WO2001052169A1 (en) * 2000-01-14 2001-07-19 Optionwealth, Inc. Method and apparatus for managing and optimizing stock options
JP2007515017A (en) * 2003-12-17 2007-06-07 デイビツド ビー ルーパー Method and system for providing investment advice
US8370243B1 (en) * 2008-09-01 2013-02-05 Prospercuity, LLC Financial planner and portfolio simulator

Also Published As

Publication number Publication date
CA3073351A1 (en) 2019-02-28
MX2020001878A (en) 2020-09-25
WO2019040281A1 (en) 2019-02-28
JP2020532029A (en) 2020-11-05
US20190057449A1 (en) 2019-02-21
AU2018321259A1 (en) 2020-02-27

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