IL174473A0 - Method and system for financial advising - Google Patents

Method and system for financial advising

Info

Publication number
IL174473A0
IL174473A0 IL174473A IL17447306A IL174473A0 IL 174473 A0 IL174473 A0 IL 174473A0 IL 174473 A IL174473 A IL 174473A IL 17447306 A IL17447306 A IL 17447306A IL 174473 A0 IL174473 A0 IL 174473A0
Authority
IL
Israel
Prior art keywords
financial advising
advising
financial
Prior art date
Application number
IL174473A
Original Assignee
David B Loeper
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 David B Loeper filed Critical David B Loeper
Publication of IL174473A0 publication Critical patent/IL174473A0/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

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)
IL174473A 2003-12-17 2006-03-21 Method and system for financial advising IL174473A0 (en)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US53014403P 2003-12-17 2003-12-17
PCT/US2004/042072 WO2005059709A2 (en) 2003-12-17 2004-12-15 Method and system for financial advising

Publications (1)

Publication Number Publication Date
IL174473A0 true IL174473A0 (en) 2006-10-05

Family

ID=34700100

Family Applications (1)

Application Number Title Priority Date Filing Date
IL174473A IL174473A0 (en) 2003-12-17 2006-03-21 Method and system for financial advising

Country Status (9)

Country Link
EP (1) EP1695279A4 (en)
JP (1) JP2007515017A (en)
AU (1) AU2010201911B2 (en)
CA (1) CA2540003A1 (en)
IL (1) IL174473A0 (en)
MX (1) MXPA06005624A (en)
NZ (1) NZ546616A (en)
WO (1) WO2005059709A2 (en)
ZA (1) ZA200604714B (en)

Families Citing this family (12)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20070043642A1 (en) * 2004-08-20 2007-02-22 Smith Eric S Method configured for facilitating financial consulting services
BRPI0621211A2 (en) * 2006-02-16 2011-12-06 Consulting Services Support Corp system configured to facilitate financial consultation services
KR101511291B1 (en) * 2012-09-03 2015-04-10 주식회사 신한은행 Method for providing asset management service and portfolio report by bank server and the same bank server
JP6440351B2 (en) * 2013-09-25 2018-12-19 株式会社日立国際電気 Product sales support system, product sales support method, and product sales support device
JP6588724B2 (en) * 2015-04-06 2019-10-09 未来貯金株式会社 Defined contribution pension management support server and defined contribution pension management support program
KR101906532B1 (en) * 2016-11-08 2018-10-11 (주)인텔리퀀트 Method and system for configuring portfolio of financial product
US20190057449A1 (en) * 2017-08-19 2019-02-21 Wealth Technologies Inc. System and method for financial planning, advice and management
JP6326538B1 (en) * 2017-09-11 2018-05-16 株式会社三菱東京Ｕｆｊ銀行 Computer system, method and program for proposing goods or services to customers
US11334947B1 (en) * 2017-12-11 2022-05-17 United Income, Inc. Systems and methods for modeling future value
JP6538230B2 (en) * 2018-03-27 2019-07-03 株式会社三菱Ｕｆｊ銀行 Computer system, method and program for proposing a product or service to a customer
JP2019139782A (en) * 2019-03-15 2019-08-22 株式会社三菱Ｕｆｊ銀行 Computer system, method and program for proposing commodity or service to client
JP6750080B1 (en) * 2019-10-30 2020-09-02 土井 真典 Operation support device and operation support program

Family Cites Families (15)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5884287A (en) * 1996-04-12 1999-03-16 Lfg, Inc. System and method for generating and displaying risk and return in an investment portfolio
US5987433A (en) * 1996-06-03 1999-11-16 General Electric Company Method and system for developing a time horizon based investment strategy
US6012043A (en) * 1996-09-09 2000-01-04 Nationwide Mutual Insurance Co. Computerized system and method used in financial planning
US6275814B1 (en) * 1996-11-27 2001-08-14 Investment Strategies Network Investment portfolio selection system and method
US5999918A (en) * 1997-04-02 1999-12-07 Rational Investors, Inc. Interactive color confidence indicators for statistical data
US6154732A (en) * 1997-07-25 2000-11-28 Guidedchoice.Com System for providing investment advice and management of pension assets
US6772136B2 (en) * 1997-08-21 2004-08-03 Elaine Kant System and method for financial instrument modeling and using Monte Carlo simulation
US6085174A (en) * 1997-09-23 2000-07-04 Edelman; Ric Computer assisted and/or implemented process and architecture for administering an investment and/or retirement program
US6021397A (en) * 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system
US5918217A (en) * 1997-12-10 1999-06-29 Financial Engines, Inc. User interface for a financial advisory system
US6430542B1 (en) * 1998-08-26 2002-08-06 American Express Financial Corporation Computer-implemented program for financial planning and advice system
CA2350039A1 (en) * 1998-11-05 2000-05-11 David B. Loeper Method, system and computer program for auditing financial plans
US20020073005A1 (en) * 2000-05-25 2002-06-13 Welnicki Raymond P. Computerized lifestyle planning system and method
JP2002073968A (en) * 2000-09-01 2002-03-12 Capital Asset Planning Inc Asset operation planning system
JP2002140527A (en) * 2000-11-02 2002-05-17 Sumitomo Life Insurance Co Life style optimization and proposal system and its server device, life style optimizing and proposing method, and recording medium

Also Published As

Publication number Publication date
EP1695279A4 (en) 2009-07-22
NZ546616A (en) 2007-06-29
AU2004300218A1 (en) 2005-06-30
ZA200604714B (en) 2008-05-28
AU2010201911B2 (en) 2011-08-18
WO2005059709A3 (en) 2005-09-15
EP1695279A2 (en) 2006-08-30
JP2007515017A (en) 2007-06-07
AU2010201911A1 (en) 2010-06-03
CA2540003A1 (en) 2005-06-30
MXPA06005624A (en) 2006-08-17
WO2005059709A2 (en) 2005-06-30

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