[go: up one dir, main page]

AU2001255424A1 - A system for relating investment account information to an inves tment objective - Google Patents

A system for relating investment account information to an inves tment objective

Info

Publication number
AU2001255424A1
AU2001255424A1 AU2001255424A AU5542401A AU2001255424A1 AU 2001255424 A1 AU2001255424 A1 AU 2001255424A1 AU 2001255424 A AU2001255424 A AU 2001255424A AU 5542401 A AU5542401 A AU 5542401A AU 2001255424 A1 AU2001255424 A1 AU 2001255424A1
Authority
AU
Australia
Prior art keywords
inves
tment
objective
relating
account information
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.)
Abandoned
Application number
AU2001255424A
Inventor
William R. Corrin
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.)
WILLIAM R CORRIN
Original Assignee
WILLIAM R CORRIN
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 WILLIAM R CORRIN filed Critical WILLIAM R CORRIN
Publication of AU2001255424A1 publication Critical patent/AU2001255424A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • GPHYSICS
    • G06COMPUTING OR CALCULATING; COUNTING
    • G06QINFORMATION 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
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02Banking, e.g. interest calculation or account maintenance
    • GPHYSICS
    • G06COMPUTING OR CALCULATING; COUNTING
    • G06QINFORMATION 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
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Marketing (AREA)
  • Economics (AREA)
  • Development Economics (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)
AU2001255424A 2000-04-17 2001-04-17 A system for relating investment account information to an inves tment objective Abandoned AU2001255424A1 (en)

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
USNOTGIVEN 2000-03-14
US19745500P 2000-04-17 2000-04-17
US60197455 2000-04-17
PCT/US2001/012403 WO2001080136A1 (en) 2000-04-17 2001-04-17 A system for relating investment account information to an inves tment objective

Publications (1)

Publication Number Publication Date
AU2001255424A1 true AU2001255424A1 (en) 2001-10-30

Family

ID=22729491

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001255424A Abandoned AU2001255424A1 (en) 2000-04-17 2001-04-17 A system for relating investment account information to an inves tment objective

Country Status (3)

Country Link
US (1) US20020035527A1 (en)
AU (1) AU2001255424A1 (en)
WO (1) WO2001080136A1 (en)

Families Citing this family (86)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6615189B1 (en) * 1998-06-22 2003-09-02 Bank One, Delaware, National Association Debit purchasing of stored value card for use by and/or delivery to others
US7809642B1 (en) 1998-06-22 2010-10-05 Jpmorgan Chase Bank, N.A. Debit purchasing of stored value card for use by and/or delivery to others
US8793160B2 (en) 1999-12-07 2014-07-29 Steve Sorem System and method for processing transactions
US20060080200A1 (en) * 2000-04-07 2006-04-13 Ashton David M System and method for benefit plan administration
US7892974B2 (en) 2000-04-11 2011-02-22 Cree, Inc. Method of forming vias in silicon carbide and resulting devices and circuits
US20020103733A1 (en) * 2000-12-12 2002-08-01 Manning & Napier Advisors, Inc. Process, system and financial planning engine for determining at least one financial indicator for use in achieving a particular financial goal
CA2333342A1 (en) * 2001-01-31 2002-07-31 Curomax Corporation Automotive finance portal
WO2002067096A2 (en) * 2001-02-20 2002-08-29 American Skandia Life Assurance Corporation System, method and program for providing stabilized annuity payments and control of investments in a variable annuity
US7305353B1 (en) * 2001-03-01 2007-12-04 Charles Schwab Co., Inc. System and method for forecasting tax effects of financial transactions
US8768800B2 (en) * 2001-04-26 2014-07-01 Charles Schwab & Co., Inc. System and method for income planner
GB2379288A (en) * 2001-05-24 2003-03-05 Virgin Direct Personal Finance Financial management system and method
US8781929B2 (en) * 2001-06-08 2014-07-15 Genworth Holdings, Inc. System and method for guaranteeing minimum periodic retirement income payments using an adjustment account
US7398241B2 (en) * 2001-06-08 2008-07-08 Genworth Financial, Inc. Method and system for portable retirement investment
US8024248B2 (en) * 2001-06-08 2011-09-20 Genworth Financial, Inc. System and method for imbedding a defined benefit in a defined contribution plan
US8433634B1 (en) 2001-06-08 2013-04-30 Genworth Financial, Inc. Systems and methods for providing a benefit product with periodic guaranteed income
US8370242B2 (en) 2001-06-08 2013-02-05 Genworth Financial, Inc. Systems and methods for providing a benefit product with periodic guaranteed minimum income
WO2003010701A1 (en) 2001-07-24 2003-02-06 First Usa Bank, N.A. Multiple account card and transaction routing
US8020754B2 (en) * 2001-08-13 2011-09-20 Jpmorgan Chase Bank, N.A. System and method for funding a collective account by use of an electronic tag
US8751391B2 (en) 2002-03-29 2014-06-10 Jpmorgan Chase Bank, N.A. System and process for performing purchase transactions using tokens
US7383218B1 (en) * 2002-07-31 2008-06-03 Charles Schwab & Co., Inc. Method and system for integrating investment advice with financial account statement information
US7809595B2 (en) 2002-09-17 2010-10-05 Jpmorgan Chase Bank, Na System and method for managing risks associated with outside service providers
US20040172350A1 (en) * 2002-11-15 2004-09-02 Landis Atkinson System and method for cross funding of multiple annuity contracts
US20040186754A1 (en) * 2002-12-20 2004-09-23 Cecchi Rudolph A. System and method for modeling and implementing an employee benefit plan
US7729969B1 (en) 2003-02-25 2010-06-01 Checkfree Corporation Coordinated rebalancing by money manager portfolio management systems and a master overlay manager portfolio management system
US7822667B1 (en) 2003-02-25 2010-10-26 Checkfree Corporation Distribution of cash deposits and withdrawals in multi-style managed client investment accounts
US8812388B2 (en) * 2003-02-25 2014-08-19 Fiserv Investment Solutions, Inc. Systems and methods for multi-style portfolio (MSP) cash flow enhancement
US7809624B1 (en) * 2003-02-25 2010-10-05 Checkfree Corporation Drift determination in multi-style managed client investment account
US8306907B2 (en) 2003-05-30 2012-11-06 Jpmorgan Chase Bank N.A. System and method for offering risk-based interest rates in a credit instrument
US7599872B2 (en) * 2003-09-11 2009-10-06 Citibank, N.A. Method and system for asset allocation
US8412545B2 (en) * 2003-09-15 2013-04-02 Genworth Financial, Inc. System and process for providing multiple income start dates for annuities
US20050086157A1 (en) * 2003-10-21 2005-04-21 Marc Robeljo Loan calculator
US20050154662A1 (en) * 2003-11-06 2005-07-14 Langenwalter James A. Asset allocation, rebalancing, and investment management system
US20070299753A1 (en) * 2003-12-19 2007-12-27 Michael Averbuch Participatory equity appreciation contract ("PEAC")
US8301526B2 (en) * 2004-02-06 2012-10-30 The Prudential Insurance Company Of America Method for maximizing retirement income using financial bridge products and deferred social security income
US7617138B1 (en) 2004-05-28 2009-11-10 Towers Perrin Forster & Crosby, Inc. Estimating financial valuation of benefit plans
US8239305B2 (en) * 2004-07-15 2012-08-07 Brooks Kent F Methods and systems for analyzing attributes of investments and other assets
US20060085217A1 (en) * 2004-10-14 2006-04-20 Grace Christopher J Self-management system and method
US8639604B1 (en) * 2004-10-26 2014-01-28 Invest N Retire, LLC System and method for managing tax-deferred retirement accounts
US20060095316A1 (en) * 2004-11-01 2006-05-04 Stevenson Jeffrey W Method and system for establishing a defined benefit plan
KR100577689B1 (en) 2005-01-19 2006-05-10 삼성전자주식회사 An image reading apparatus, a method for checking contamination of a guide film of the image reading apparatus, and an image forming apparatus using the image reading apparatus.
US7401731B1 (en) 2005-05-27 2008-07-22 Jpmorgan Chase Bank, Na Method and system for implementing a card product with multiple customized relationships
US20070011083A1 (en) * 2005-07-08 2007-01-11 Bird Alan H System and method of processing asset financing transactions
US20070038542A1 (en) * 2005-08-12 2007-02-15 Ameriprise Financial, Inc. System and method for evaluating the performance of a retirement plan
US7844527B2 (en) * 2005-08-30 2010-11-30 Pensiondcisions Limited Method and system for measuring investment performance
US20080109341A1 (en) * 2005-11-03 2008-05-08 Genworth Financial Inc. System and Method For Providing A Deferred Premium Annuity
US20070143199A1 (en) * 2005-11-03 2007-06-21 Genworth Financial, Inc. S/m for providing an option to convert a portfolio of assets into a guaranteed income flow at a future date
US7840463B1 (en) * 2005-12-28 2010-11-23 Ilene Davis Retirement and financial planning calculator apparatus and methods
US7797211B1 (en) * 2006-07-31 2010-09-14 Intuit Inc. Method and system for an enhanced payroll report
US7680719B1 (en) 2006-12-12 2010-03-16 Goldman Sachs & Co. Method, system and apparatus for wealth management
US7996291B2 (en) * 2007-02-02 2011-08-09 Hartford Fire Insurance Company Method and system for an annuity with periodic interest rate adjustments
US20080189224A1 (en) * 2007-02-06 2008-08-07 Lewis Coopersmith Computerized system and method for determining retirement withdrawals
US20080235112A1 (en) * 2007-03-22 2008-09-25 Peter Montoya Website, system for and method of providing marketing material for securities to authorized users & method of selling access to, including the right to copy and distribute copied marketing material
US7945499B2 (en) 2007-04-16 2011-05-17 Hartford Fire Insurance Company Method and system for providing a fixed rate annuity with a lock-in interest rate feature
US7660757B2 (en) * 2007-04-16 2010-02-09 Hartford Fire Insurance Company Method and system for providing a fixed rate annuity with a lock-in interest rate feature
US7949601B2 (en) 2007-04-21 2011-05-24 Hartford Fire Insurance Company Method and system for providing minimum contract values in an annuity with lifetime benefit payments
US7685065B2 (en) * 2007-04-21 2010-03-23 Hartford Fire Insurance Company Method and system for providing minimum contract values in an annuity with lifetime benefit payments
US8209197B2 (en) * 2007-07-24 2012-06-26 Hartford Fire Insurance Company Method and system for a deferred variable annuity with lifetime benefit payments
US7877307B2 (en) * 2007-07-24 2011-01-25 Hartford Fire Insurance Company Method and system for a deferred variable annuity with lifetime benefit payments as a function of a predetermined age-based withdrawal percent table
US8015092B2 (en) 2007-07-24 2011-09-06 Hartford Fire Insurance Company Method and system for a deferred variable annuity with lifetime benefit payments governed by an age-based withdrawal percent
US20090030736A1 (en) * 2007-07-24 2009-01-29 Hartford Fire Insurance Company Method and system for a facility care benefit in an annuity providing lifetime benefit payments
US7885834B2 (en) * 2007-07-24 2011-02-08 Hartford Fire Insurance Company Method and system for a deferred variable annuity with flexible lifetime benefit payments
US7848989B2 (en) 2007-07-24 2010-12-07 Hartford Fire Insurance Company Method and system for an enhanced step-up provision in a deferred variable annuity with a rising guaranteed step-up
US7877306B2 (en) 2007-07-24 2011-01-25 Hartford Fire Insurance Company Method and system for a deferred variable annuity with lifetime benefit payments as a function of a predetermined time-based withdrawal percent table
US7890402B2 (en) * 2007-07-24 2011-02-15 Hartford Fire Insurance Company Method and system for a deferred variable annuity with lifetime benefit payments as a function of an inflation adjustment factor
US20090125450A1 (en) * 2007-08-06 2009-05-14 Graham John Mannion Method and system for measuring investment volatility and/or investment performance
US20090094110A1 (en) * 2007-10-05 2009-04-09 Hoque Mohammad M Flexible savings system
US20100138287A1 (en) * 2007-10-05 2010-06-03 Hoque Mohammad M Flexible Savings System
US7949584B2 (en) * 2007-11-15 2011-05-24 Hartford Fire Insurance Company Method and system for providing a deferred variable annuity with lifetime benefit payments related to a withdrawal percent and a deferral bonus percent
US8612263B1 (en) 2007-12-21 2013-12-17 Genworth Holdings, Inc. Systems and methods for providing a cash value adjustment to a life insurance policy
US20090319440A1 (en) * 2008-04-07 2009-12-24 John Hancock Life Insurance Company (U.S.A.) System and method for providing retirement plan health reports
US8224673B2 (en) * 2008-05-20 2012-07-17 Hartford Fire Insurance Company System and method for administering annuities
US8175947B2 (en) 2008-05-20 2012-05-08 Hartford Fire Insurance Company System and method for administering fixed index annuities
US8518113B2 (en) * 2008-05-20 2013-08-27 Warsaw Othopedic, Inc. Intervertebral implant and methods of implantation and manufacture
US8805705B2 (en) * 2008-05-20 2014-08-12 Hartford Fire Insurance Company System and method for administering variable annuities
US8484051B2 (en) * 2008-05-20 2013-07-09 Hartford Fire Insurance Company System and method for use in connection with an annuity
US8204834B2 (en) 2008-09-05 2012-06-19 Jpmorgan Chase Bank, N.A. Estate disposition modeling
US8265962B2 (en) 2008-10-13 2012-09-11 Hartford Fire Insurance Company System and method for administration of costs related to annuities
US8301536B2 (en) * 2008-12-12 2012-10-30 Fmr Llc Computerized methods and apparatuses for guiding a user through a transaction to change a contribution configuration in a defined contribution plan
US20110055115A1 (en) * 2009-08-27 2011-03-03 Financial Engines, Inc. Roth-aware financial advisory platform
US20120323816A1 (en) * 2010-12-20 2012-12-20 Clouse Mark A Method of Strategy Selection for Investment Portfolios
US20120203711A1 (en) * 2011-02-04 2012-08-09 Discovery Holdings Limited System and method of managing an investment on behalf of an investor
US8326728B1 (en) * 2011-12-06 2012-12-04 Fmr Llc Income product selector—purchase solver
US10032223B2 (en) 2015-03-20 2018-07-24 Bank Of America Corporation System for account linking and future event integration into retirement score calculation
US10019760B2 (en) 2015-03-20 2018-07-10 Bank Of America Corporation System for utilizing a retirement score to receive benefits
US10049406B2 (en) * 2015-03-20 2018-08-14 Bank Of America Corporation System for sharing retirement scores between social groups of customers
US9830660B2 (en) 2015-03-20 2017-11-28 Bank Of America Corporation System for augmenting a retirement score with health information

Family Cites Families (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6012043A (en) * 1996-09-09 2000-01-04 Nationwide Mutual Insurance Co. Computerized system and method used in financial planning
US6154732A (en) * 1997-07-25 2000-11-28 Guidedchoice.Com System for providing investment advice and management of pension assets

Also Published As

Publication number Publication date
WO2001080136A1 (en) 2001-10-25
US20020035527A1 (en) 2002-03-21

Similar Documents

Publication Publication Date Title
AU2001255424A1 (en) A system for relating investment account information to an inves tment objective
AU2002239801A1 (en) Debt financing for companies
AU2002213334A1 (en) A system providing event pricing for on-line exchanges
AU2002241483A1 (en) Predictive method for polymers
AU2001270571A1 (en) Method for tracking waste
AU5613601A (en) System for controlling right of access to a vehicle
AU2610901A (en) Predictive diagnostic for alzheimer's disease
AU2001263004A1 (en) System for continuously producing gum
AU2001253027A1 (en) A hybrid tracking system
AU2324000A (en) Process for producing 2-hydroxy-4-methyl-thiobutanoic acid
AU2001248760A1 (en) Preventives/remedies for alzheimer's disease
AU2001240656A1 (en) System for producing steel
AU2001221636A1 (en) Method for exchanging capability information
AU2001239899A1 (en) System for multi-bid foreign exchange workflow automation
AU4872701A (en) Tools for endoscopic tutorial system
AU1911500A (en) New method for making photocurable halofluorinated acrylates
AU2002212205A1 (en) Method for producing orthocarbonic acid trialkyl esters
AU2002242348A1 (en) Process for obtaining 3'-epilutein
AU2001292962A1 (en) Booster lens for a microscope
AU2002221067A1 (en) Process for producing rfrp
AU2001281953A1 (en) Method for producing ep(d)m
AU8931601A (en) An information system for a railway
AU2002245853A1 (en) Servo brake
AU2001274756A1 (en) System for working economy
AU2001233330A1 (en) Method for providing access to online employment information