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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
Application number
MX2008010522A
Other languages
English (en)
Inventor
Eric S Smith
Joseph Simko
Original Assignee
Consulting Services Support Co
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 Co filed Critical Consulting Services Support Co
Publication of MX2008010522A publication Critical patent/MX2008010522A/es

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; 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 OR CALCULATING; 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.
MX2008010522A 2004-08-20 2006-02-16 Metodo configurado para facilitar servicios de asesoria financiera. MX2008010522A (es)

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 (8)

* Cited by examiner, † Cited by third party
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
CA2634407C (en) 2007-06-08 2013-08-06 Dirtt Environmental Solutions, Ltd. Configurable sliding doors with reversible hand configurations
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
US11587172B1 (en) 2011-11-14 2023-02-21 Economic Alchemy Inc. Methods and systems to quantify and index sentiment risk in financial markets and risk management contracts thereon
CN109377300A (zh) * 2018-08-20 2019-02-22 中国平安人寿保险股份有限公司 大数据下查看保险产品的方法、装置及电子设备
KR102153834B1 (ko) * 2019-11-25 2020-09-09 티아이테크놀로지 주식회사 확정치 및 추정치 기반의 데이터 정량화 방법

Family Cites Families (15)

* Cited by examiner, † Cited by third party
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
CA2408188A1 (en) * 2000-05-09 2001-11-15 Mount Lucas Management Corp. 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
US20040073442A1 (en) * 2002-10-11 2004-04-15 Heyns Herman R. Strategic planning and valuation
WO2004034232A2 (en) * 2002-10-11 2004-04-22 Padgette Robert L Method and system for selecting between alternatives
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
NZ546616A (en) * 2003-12-17 2007-06-29 David B Loeper Method and system for financial advising

Also Published As

Publication number Publication date
JP2009527049A (ja) 2009-07-23
WO2007094783A1 (en) 2007-08-23
EP1984883A4 (en) 2009-10-21
AU2006338310A1 (en) 2007-08-23
AU2006338310B2 (en) 2011-04-28
EP1984883A1 (en) 2008-10-29
JP5113084B2 (ja) 2013-01-09
CN101375308A (zh) 2009-02-25
US20070043642A1 (en) 2007-02-22
CA2641949A1 (en) 2007-08-23

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Legal Events

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